Weekly Deals Digest (02 Mar) - Japan Post Bank, 7&I, Aeon Delight, Tonami, Mixue, JXAM
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Japan's Governance Changes I - The PBR 1.0 Target
Japan's powers that be - the TSE and now the Finance Ministry - are targeting listcos with PBRs of less than 1.0x. That will mean they will be...
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Japan Post Holdings - Guidance Continues to Underwhelm
Company's H1 results show improvement, but no guidance raise for FY; Financial subsidiaries gain from interest rate increases but holding company...
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Return to Sender: Japan Post Holdings (6178.T) – Entering the Modern Age
Company's underwhelming targets should be beaten. Its plans are being revamped with a "radical" strategy to increase profitability and shareholder...
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Last Week in Event SPACE: Japan Post, Great Eastern, Malaysia Airports, L'Occitane
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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