Japan Post – Holdco Discount Analysis
We have discussed the prospects for Japan Post’s three main businesses in three prior insights. Here we examine the trends in the implied holdco...
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Japan Post – Bank Hitting All-Time Low Valuations Despite Uptick in Earnings Momentum
Japan Post Bank's access to Japan Post’s branches and an enormous pool of cheap retail deposits gives it a unique strategic position that is being...
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Japan Post Holdings Placement - The Final US$8bn Countdown - Shaping up Better than the Last Deal
The Japanese government plans to sell over 26% or US$8bn worth of Japan Post Holdings (6178 JP). In this note, we will talk about the updates and...
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ECM Weekly (17th October 2021) - SG Lottery, GQG, Judo Bank, Vulcan Steel, Biocytogen, Kakao Pay
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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Japan Post – Insurance Business Is Sandbagging Guidance
As Japan Post Insurance's sales activities start to normalise we believe the market is underestimating how small an improvement would be required...
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