Kokusai Electric IPO - Not Wholly Convinced, One Needs to Look past the Cycle
KKR is looking to raise around US$730m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note, we talk about the...
538 Views
ECM Weekly (8th Oct 2023) - Kokusai, J&T Global, Doosan, Cainiao, Ecopro, UBox, JSW Infra, Seibu
Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
508 Views
FAST RETAIL (9983) | 3 Reasons Why Guidance Could Miss
Anticipate strong FY results for Fast Retail, but potential FY8/24 guidance headwinds include weather impacts and yen weakness. Concerns over...
803 Views
Kokusai Electric Pre-IPO - Thoughts on Valuation
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we talk about valuations.
684 Views
Fast Retailing (9983) | Exceptional Quarter
Q4 results due on 12 October - should be no surprise. HOWEVER, FY8/24 guidance risk? Q1 (Sep-Nov) is the most important quarter AND Sept sales...
765 Views