ANA and NYK to Trade NCA, So JAL/ANA GTG
ANA and Nippon Yusen today announced that ANA would buy NYK unit Nippon Cargo Airlines on 1 Oct 2023. Price and method TBD. This likely creates...
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Japan Post Bank Placement - Misbehaving - Still Has Time to Correct - A Look at past Deals
Japan Post Holdings (6178 JP) plans to sell US$9bn of Japan Post Bank (7182 JP). The stock price hasn't been behaving particularly well in terms of...
521 Views
Japan Post Bank Placement - Deal Structure, past Deals, Index, Buyback
Japan Post Holdings (6178 JP) plans to sell around US$9bn worth of Japan Post Bank (7182 JP), trimming its stake by a third. In this note, we talk...
527 Views
Good Morning Japan |GOLDILOCKS?: Higher Rates, Strong USD=Higher Equities; In JP, Mr Yen Says 120
NKY Futs +0.4% vs Cash; USDJPY weakens to 134.1. Weak yen to dominate today as strong US macro datapoints drive up the USD. A strong US economy...
279 Views
Good Morning Japan | SPX Breakout but After-Hours Earnings Sap FOMO; Sony Beat; Pana-Still Deciding
NKY Futs indicate +0.5% but are unlikely to be realised as the damper from earnings after hours in the US likely weighs on sentiment. Apple...
373 Views