Seibu Giken IPO Trading - Still Not Particularly Enticing
Seibu Giken (6223 JP) (SG) raised around US$93m in its Japan IPO after pricing at the top of its downward revised range. In this note we talk about...
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ECM Weekly (1st Oct 2023) - Cainiao, J&T, Kokusai, Seoul Guarantee, Ecopro, Leapmotor, Bajaj Finance
Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Ohayo Japan|Strong ISM, Rate Fears Sinks Stocks; JAPAN X: Panasonic Tgts 3x PBR with EV Batteries
Strong ISM Print sparks rate/inflation fears - US stocks sinks. NKY Futs -0.2% vs Cash; USDJPY 147.7; JP Govt official raises threat of FX...
426 Views
Bank of Kyoto (8369) - Too Far Too Fast
Bank of Kyoto (8369) has a 50% payout but its shareholder base isn’t that supportive of activism need to monetise the value of the equity...
375 Views
Ohayo Japan| Reality Check from Higher Yields; NUGGET: Yield Game - Japanese Investors on the Hunt
US Yields higher; SPX500 falls again; Apple, Amazon beat; Nikkei Futures -0.5% vs Cash; USDJPY 142.5; BOJ Emergency Bond Buying to slow rapid yield...
330 Views