JAPAN BUYBACKS: A Very Big Week
Almost ¥2.2trln of buybacks were announced this past week. Several large ones but 120+ different companies in total. This is the push higher for a...
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Eicher Motors (EIM IN) | Ramping Up
Our dealer interaction indicates strong demand for Royal Enfield bikes with returning customers, Hunter is expanding the market, and focus on...
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Rakuten Bank IPO Trading - Ample Upside
Rakuten Bank (5838 JP), the online banking arm of Rakuten (4755 JP), raised around US$630m in its Japan IPO. In this note, we talk about the...
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Good Morning Japan |SPX Gains; TSMC to Cut Capex; NUGGET: Nissan - Costly Decisions ?
BOJ Governor Ueda commits to maintaining a dovish stance. Oasis' Seth Fisher plans to oppose the reappointment of Fujitec President Takao Okada as...
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Rakuten Bank IPO - Peer Comparison - SBI Sumishin or Kakaobank?
Rakuten Bank (5838 JP), the online banking arm of Rakuten (4755 JP), aims to raise up to around US$900m in its Japan listing in April 2023. In this...
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