Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

Cross Asset Strategy

<ul><li>Introduction to new investment strategy: activism in Japan</li><li>Potential for high returns with unique approach to investing</li><li>Evolution of opportunity in Japan and potential for success due to increasing pro-shareholder culture</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Introduction to new investment strategy: activism in JapanPotential for high returns with unique approach to investingEvolution of opportunity in Japan and potential for success due to increasing pro-shareholder cultureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Going Activist in Japan - [Business Breakdowns, EP.185]

Podcast by Ted Seides on Capital Allocators, Capital Allocators

Capital Allocators

Podcast by Ted Seides on Capital Allocators

Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors.

<ul><li>Toby Rhodes became interested in Japan due to his grandfather's stories about the country and its culture</li><li>Toby is the co-founder and managing partner of Konami Capital, a value and quality oriented manager of small cap Japanese equities</li><li>He discusses the past false starts of Japanese activism, recent changes in corporate governance, and Konami's process for taking advantage of opportunities in the Japanese market</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Toby Rhodes became interested in Japan due to his grandfather's stories about the country and its cultureToby is the co-founder and managing partner of Konami Capital, a value and quality oriented manager of small cap Japanese equitiesHe discusses the past false starts of Japanese activism, recent changes in corporate governance, and Konami's process for taking advantage of opportunities in the Japanese marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Toby Rodes - Unlocking Value in Japan (EP.407)

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/tokyo-metro" target="_blank" data-smartkarma-citation="entities:40930:1" rel="noopener">Tokyo Metro (TKYMETRO JP)</a>’s shareholders, the Japanese and Tokyo Metropolitan Governments, could look to raise up to US$2bn by selling half of their stake via an IPO.</li>
<li>Tokyo Metro is one of the two metro network operators in the Tokyo region. It operates nine subway lines.</li>
<li>In this note, we take an early look at the possible listing.</li>
</ul>



Tokyo Metro (TKYMETRO JP)’s shareholders, the Japanese and Tokyo Metropolitan Governments, could look to raise up to US$2bn by selling half of their stake via an IPO.
Tokyo Metro is one of the two metro network operators in the Tokyo region. It operates nine subway lines.
In this note, we take an early look at the possible listing.


Tokyo Metro IPO Early Look - Could Raise Around US$2bn While Still Recovering from COVID

<ul>
<li>
<a href="https://www.smartkarma.com/entities/colowide-co-ltd" target="_blank" data-smartkarma-citation="entities:13967:1" rel="noopener">Colowide Co Ltd (7616 JP)</a> aims to raise around US$230m in order to fund its prospective M&amp;A transactions over the next few years</li>
<li>While the company has undertaken a number of M&amp;A transactions in the past, it hasn’t clearly stated its intended targets for this round.</li>
<li>In this note, we will talk about the deal dynamics and run the deal through our ECM framework.</li>
</ul>



Colowide Co Ltd (7616 JP) aims to raise around US$230m in order to fund its prospective M&amp;A transactions over the next few years
While the company has undertaken a number of M&amp;A transactions in the past, it hasn’t clearly stated its intended targets for this round.
In this note, we will talk about the deal dynamics and run the deal through our ECM framework.


Colowide Placement - Needs a Very Large Correction

Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

<ul><li>Japan peaked in 1989, but then experienced decades of underperformance and false dawns in terms of economic growth and stock market valuations</li><li>Recent changes in Japan, including increased inflation, wage growth, and more shareholder-friendly behavior from corporations, are leading to renewed optimism for investors</li><li>Japan's history of stagnation and deflation created risk-averse investors, but recent policies and efforts are turning the economy around, making it an exciting investment opportunity</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Japan peaked in 1989, but then experienced decades of underperformance and false dawns in terms of economic growth and stock market valuationsRecent changes in Japan, including increased inflation, wage growth, and more shareholder-friendly behavior from corporations, are leading to renewed optimism for investorsJapan's history of stagnation and deflation created risk-averse investors, but recent policies and efforts are turning the economy around, making it an exciting investment opportunityThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Best Of: Is Japan At An Inflection Point?

Japan

iShares MSCI Japan ETF is an exchange-traded fund incorporated in the USA. The ETF's objective seeks to provide investment results that correspond to the performance of the Japanese market, as measured by the MSCI Japan Index. The ETF invests in a representative sample of index stocks in a variety of sectors using a market cap weighted "portfolio sampling" technique.

iShares MSCI Japan ETF (EWJ US)

Going Activist in Japan - [Business Breakdowns, EP.185]

Public.com is offering a high yield on bond accounts, while the Business Breakdowns podcast discusses activism in Japan as a compelling investment...

Business Breakdowns

Toby Rodes - Unlocking Value in Japan (EP.407)

Impressed by Michael and Ten East Co., advisor and investor discusses Japanese investment opportunities and upcoming Capital Allocators University...

Capital Allocators

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.

Sumeet Singh

Colowide Placement - Needs a Very Large Correction

Colowide Co Ltd (7616 JP) aims to raise around US$230m in order to fund its prospective M&A transactions over the next few years

Sumeet Singh

Best Of: Is Japan At An Inflection Point?

The Japanese stock market peaked in December 1989 at 45% of the world's market capitalization, but experienced two decades of low growth and...

The Bid