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...
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Renesas Electronics Block - Smaller than Recent Deals but Still Likely Well Flagged
Mitsubishi Electric (6503 JP) is looking to raise approximately US$800m through an accelerated secondary block deal, via selling 50.71m shares...
3k Views
Industrial & Infrastructure Investment Corp Placement - Back to the Markets for the 12th Time
Industrial & Infrastructure Fund Investment (3249 JP) is looking to raise around US$341m in its primary follow-on offering to acquire 28 properties...
427 Views
2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 4
In light of a weaker US and Japanese economy and a stronger Yen, sector allocation is crucial for Japanese portfolios this year. Certain sectors...
515 Views
AZ Com Maruwa Placement - Mixed Feelings About the Mixed Offering
AZ-Com Maruwa Holdings (9090 JP) is looking to raise around US$206m in its mixed follow-on offering. In this note, we will talk about the deal...
723 Views