Japan Post Bank (7182) October TOPIX FFW Upweight Upon Us
The Japan Post Bank Upweight in TOPIX is 30 October at the close. Since writing, JPB is up 21%, has outperformed banks by 9.5% and JPH has...
903 Views
Kokusai Electric IPO Trading - Decent Demand, Now for the Real Test
KKR raised around US$730m via selling a stake in Kokusai Electric's (6525 JP) (KE) Japan IPO. In this note we talk about the trading dynamics.
526 Views
ECM Weekly (22nd Oct 2023) - J&T, Cuscal, Liontown, Cainiao, ZJLD, Taiwan Cement, Zomato, Hana Micro
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
658 Views
MSCI ACWI, MSCI EM Still Above Supports; Buys in Global Value - Financials and Communications
MSCI $ACWI, MSCI EM $EEM Still Above Supports at $90.50-$91.50 and $37, though being tested today. Meanwhile, broken indexes (EURO $STOXX 50,...
437 Views
ECM Weekly (15th Oct 2023) - Kokusai, J&T, Ecopro, Thai Credit, Lalatech, Barito, Rakuten, Zomato
Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
408 Views