Japan Hotel REIT Placement - Relatively Large Deal but It Is Accretive
Japan Hotel Reit Investment (8985 JP) aims to raise around US$214m to partly fund the acquisition of four hotel assets. In this note, we will run...
221 Views
Short Note: USDJPY Breaking 154: Positive for RE, Buy Japan Hotel REIT, Buy Japan RE
USDJPY is breaking 154, almost a 20 year high. Weaker Yen is positive to Japan real estate as this drives foreign investment. It is also positive...
429 Views
ECM Weekly (1st July 2024)-Aisin, Mitsui, Japan Hotel, Allied Blenders, Webtoon, Hyundai India
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.
316 Views
Japan REITs: Long Japan Hotel REIT and Short Nippon Building Fund on Industry Fundamentals
We explore the proposed pair trade to LONG Japan Hotel REIT and SHORT Nippon Building Fund, on the back of industry fundamentals. Hotel is...
513 Views
USDJPY Breaking 34-Year High: Are We Seeing Another Asia Financial Crisis? What Will Come Next?
USDJPY breaking 34-year high. Other Asian currencies saw huge depreciation pressure. We look at underlying reason and it is concerning. We...
218 Views