ENTITY
Japan Post Holdings

Japan Post Holdings (6178 JP)

487
Analysis
IndustrialsJapan
Japan Post Holdings Co. Ltd. operates post stations, banks, and insurance business. The Company offers letters and goods transportation services, stamp sales, deposits, loans, and insurance products.
more
bearishASICS Corp
15 Jul 2024 12:50

Asics (7936 JP): Huge Forecast Revision to Offset Limited Passive Buying

Existing shareholders are looking to sell up to US$1.4bn of Asics. Limited passive buying will be offset by a big revision in forecast sales and...

Logo
543 Views
Share
bullishASICS Corp
15 Jul 2024 09:48

ASICS Placement - Needs to Correct, but Watch Out for the Revision Impact

A group of shareholders aims to raise around US$1.3bn via selling around 11% of ASICS Corp (7936 JP). In this note, we talk about the deal dynamics.

Logo
495 Views
Share
10 Jul 2024 16:41

Kokusai Electric (6525 JP): Placement, Buyback & Index Flows

The Kokusai Electric placement will be a max of US$2bn. There is a buyback that will mop up some stock. There will be some passive buying late July...

Logo
483 Views
Share
bullishRyohin Keikaku
10 Jul 2024 05:30

Nikkei 225 Index Rebalance Preview (Sep 2024): Potential Adds/Deletes, Capping & Funding Changes

We forecast 3 changes for the NKY in September with sector balance determining the inclusions. Fast Retailing will be capped at 10%. Passives need...

Logo
545 Views
Share
09 Jul 2024 16:40

Kokusai Electric IPO Lock-Up - KKR Will Be Tempted by the US$2.7bn Release but Might Have to Wait

As per media reports, KKR is considering sell half its stake in Kokusai, with the company planning to buyback some shares as well. The company has...

Logo
869 Views
Share
x