Rakuten Bank IPO - Recent Filings Updates and Quick Thoughts on Valuation
Rakuten Bank (5838 JP), the online banking arm of Rakuten (4755 JP), aims to raise up to around US$900m in its Japan listing in April 2023.
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The BIG March 2023 "Wednesday Thursday Trade"
This year, there is a US$12bn buy to do on 29 March at the close. Historically, performance is pretty good both on a 2-day period, then slumps....
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Fast Retailing: Japan Demand Not Enough to Warrant an Upside, Downside Risks Looming on The Horizon
We don’t think that a strong-looking demand in the domestic market is sufficient to warrant an upside to Fast Retailing’s current consensus FY+2 EV...
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Trial Holdings Pre-IPO - Peer Comparison - Leading in Growth, Lagging in Margins
Trial Holdings (5882 JP) is looking to raise around US$375m in its Japan IPO. In this note, we will undertake a peer comparison.
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Good Morning Japan |Now Its Credit Suisse-Markets Rattled; NUGGET: Fuel for Japan's Defense Stocks
NKY Futs surprisingly weak given JP untouched by turmoil; Govt considers Cash transfers to poor households; Inbound recovery Continues. NUGGET:...
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