Doosan Robotics IPO - Thoughts on Valuation - A Punt at Best, a Crash at Worst
Doosan Robotics (DOOSANROBO KS) is looking to raise up to US$314m in its Korean IPO. comparison. In this note, we talk about valuation.
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JAPAN PASSIVE: Who Owns What 2023?
This is the annual JAPAN PASSIVE: Who Owns What report for 2023. It is a comprehensive of the major index exposures in Japan by index tracker type,...
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EQD | Are Box Spreads Viable in Japan?
Box spreads may be an effective strategy for Japanese investors to lock in margin rates lower than their prime brokerage with minimal risk and...
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Nikkei 225 Vs TOPIX Dynamics
Last week, Japan's indices hit new 33yr highs. "Japan is back" seems to be a new narrative, and that is creating new inflows. Some of that has...
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Keyence(6861 JP) | The Rise of the Phoenix – A Company like No Other
2Q record earnings confirms why Keyence will continue to grow for years to come. The price hikes sets the company up for strong earnings growth. ...
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