Japan's Retailers, Hotels, Carriers Rejoice: Domestic Tourism Surges and Inbound Traffic Rises
Tourism is back in Japan, both domestic and inbound. We outline some of the key beneficiaries and expectations for a return to 2019 levels by next...
370 Views
Good Morning Japan | Directionless Equities; As China Normalizes; Carvana Bankruptcy Imminent
Good Morning Japan: We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW TO KEEP...
400 Views
ECM Weekly (4th Dec 2022) - Skymark, Daiei, Sunshine, Lygend, Weilong, NRI, Zomato, Goto, Bobcat
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
449 Views
Skymark Airlines IPO - Peer Comparison & Valuation - Asking Too Much for Clipped Wings
Skymark Airlines (9204 JP) is looking to raise approximately US$235m in its Japan IPO. In this note, we talk about peer comparison and valuations.
439 Views
Nomura Research Placement - Somewhat Well Flagged, past Deals Have Done Well but Momentum Is Weak
Nomura Holdings (8604 JP) and Jafco Co Ltd (8595 JP) are looking to raise around US$850m via selling 5.7% of Nomura Research Institute Ltd (4307 JP).
529 Views