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...
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Kirin’s Holdco Discount Could Keep Unwinding After The Price Hikes Announcement
With price hikes possibly turning around the recent negative sentiment, we think the Kirin Holdco trade could yet again get going in the short-term...
324 Views
Good Morning Japan |Fed Hawks Return; Earnings Weigh; ValueAct Tgts S&I(3382); Spate of JP BUY U/Gs
Fed Hawks out in full force; Kishida Cabinet approval at record lows; Activist tgts S&i(3382); Spate of Street upgrades to BUY incl General...
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Good Morning Japan |Positive Start Ahead of Fed/CPI; Energy Gets a Break
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...
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Last Week in Event SPACE: BYD, Astra/United Tractor, Japan Passive, AGL, Genting Singapore
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
533 Views