Primer: Lion Corp (4912 JP) - Dec 2025
Lion Corp is a dominant player in the Japanese consumer staples market, particularly in oral care, with a long history of stable growth and...
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Primer: ORIX (IX US) - Dec 2025
ORIX's highly diversified business portfolio, spanning ten segments from finance to service-related industries, provides a significant buffer...
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ECM Weekly (22 December 2025) - SBI Shinsei, ICICI AMC, Insilico, Forest Cabin Sanhua, IFBH, CaoCao
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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The Valuation Criteria for Stocks Remain Unchanged, but Polarization Continues to Advance
I would like to discuss the issues on the December 5th Nikkei article titled “The ‘Yield Revolution’ Questions Growth: Shifting Evaluation Criteria...
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Asian Stocks Tactical Outlook (Week Dec 22 – Dec 26)
Our Tactical WEEKLY analysis of Asian stocks: mixed situation at the moment, our model says some stocks are oversold, presenting tactical long...
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