The Biggish Sep 2024 "Thursday-Friday Trade"
This year, the September dividend trade is likely quite a bit larger than last year. Last year was likely reduced by de-allocation. Not this year....
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Tokyo Metro IPO Early Look - Could Raise Around US$2bn While Still Recovering from COVID
The company has now officially filed to raise around US$2.3bn in its IPO next month, which will make it the largest IPO in Japan since 2018.
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Japan Morning Connection: Market Expected to Recover After Fed Announcement
Japan expected to recover this morning after Fed announcement. Japanese home builders continue to look attractive. Companies with lower China...
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Seven & I Holdings (3382 JP): Core Designation Does Not Change Couche-Tard’s Calculus
The change to 7&I’s designation to core will paradoxically push Couche-Tard to firm up its revised offer. An undemanding valuation protects the...
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ECM Weekly (16th Sep 2024) - Midea, Bajaj Housing, 99 Speed, P N Gadgil, Hozon, Trial, NextDC, Via
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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