Yamaha Motors Placement - A Relatively Small Cross-Shareholding Unwind
A group of shareholders aims to raise around US$330m via selling around 3.6% of Yamaha Motor (7272 JP). In this note, we talk about the deal dynamics.
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Tech Supply Chain Tracker (01-Aug-2024): Top tech firms join CoSAI.
CoSAI partners with tech giants, car interfaces embrace knobs, Apple opposes Tata-Vivo, Biden supports CHIPS Act, Micron ships 9th-gen NAND, Taiwan...
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Hyundai Motor India Pre-IPO - Thoughts on Valuation
Hyundai Motor (005385 KS) is looking to raise around US$3bn via listing its India unit, Hyundai Motor India. In this note, we talk about valuations.
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ASICS (7936 JP): The Current Playbook
The offering will likely be priced on 23 July. Investors who have participated in previous large Japanese placements tend to secure positive returns.
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ASICS Placement Updates - Share Pop Done, Now Needs to Correct
A group of shareholders aims to raise around US$1.3bn via selling around 11% of ASICS Corp (7936 JP). We have looked at the deal dyanmics in our...
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