Rakuten US$2.4bn Placement - Recent Updates and Comparison to past Deals
Rakuten (4755 JP) aims to raise up to US$2.4bn (JPY323bn) via a global offering. In this note, we talk about the updates since our last note. and...
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Nikkei 225 March 2023 Rebal Tomorrow
The Nikkei 225 Rebalance for March 2023 is tomorrow (Friday 31 March 2023) at the close. There is a US$1.75bn funding sell at the close.
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Nippon Yusen - New MidTermPlan = New Shareholder Return Policy
Shipping Co NYK (9101) announced a new MTMP today at lunch. Lots of investment. Some shareholder return. Shares fell. I expect the "Additional...
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Good Morning Japan |Powell Dishes Bitter Pill - Sparks Cross Market Chaos; NUGGET: CCUS Opportunity
REALITY CHECK FROM POWELL; USDJPY weakens to 137.1 as Powell tesimony digested; H3 failure-blow to JP space hopes; "My Number" Use expanded; ...
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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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