Renesas Electronics Placement - Well Flagged US$1.8bn Deal, Accelerated but Index Flows Should Help
INCJ aims to raise around US$1.8bn via a secondary sell-down in Renesas Electronics (6723 JP). This will be a clean-up trade as INCJ has been...
789 Views
Mizuho - Expect Profit Guidance Surge | JGBs Up, JGBs Unrealized Losses Down | Credit Metrics Better
Mizuho can see major rise in its profit guidance, since it has met 40% of target in first quarter, also due to rising JGB yields, better loan...
416 Views
ECM Weekly (5th Nov 2023)- Midea, WuxiXDC, Cello, Honasa, Qyuns, Ecopro, Lalatech, Mankind, TWE, VNT
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
402 Views
Japan H1 Bank Earnings: Interest/Fees Up, Expenses/Credit Costs Down - Opportunity Abounds, Still
The macro backdrop for Japanese banks is pretty good. Business restructuring efforts are bearing fruit. Global macro is adding fees. Stocks are up,...
449 Views
ECM Weekly (29th Oct 2023) - Kokusai, J&T, Midea, Wuxi XDC, Cirrus, Cello World, Honasa, SIA
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
447 Views