Keisei (9009): Connecting Narita and Tokyo
Japan's tourism scene is clearly back as we discussed above although the Chinese tourists' presence is still dearly missed. Keisei connects...
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Rakuten Bank IPO Early Look - The Positives - Has Grown Fast over the past Few Years
Rakuten Bank, the online banking arm of Rakuten Inc (4755 JP), aims to raise around US$500m in its Japan listing in April 2023. In this note, we...
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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...
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Daiei Kankyo Pre-IPO - Steady, at Best
Daiei Kankyo (9336 JP) (DK), a waste management company, aims to raise around US$280m in its Japan IPO. In this note, we look at the company's past...
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Japan Weekly | JR East, Matsukiyo, IHI
Stocks in Japan are benefiting from continued expectations for a loosening of inbound tourist restrictions. Meanwhile, the drop in IHI could be an...
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