Socionext Placement - Valuation More Reasonable but past Secondary Offerings Have a Mixed Record
Three shareholders of Socionext (6526 JP) aim to raise around US$1.4bn via selling all of their shares in Socionext. In this note, we look at the...
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Socionext (6526 JP): US$1.9bn Secondary Placement
We think looking at recent large Japanese placements is instructive to understand the potential offer price. The pricing date will fall between 11...
585 Views
StubWorld: Japan Post Holdings Coming Up "Cheap"
Own cheap large caps which own stocks of companies which are themselves liquid. JPH has the highest dollar value of gain in value of RW Float to...
443 Views
Rakuten (4755 JP): The Current Playbook
So far, Rakuten’s shares have mostly followed the pattern of previous large placements. Investors participating in previous large Japanese...
431 Views
Rakuten US$2.4bn Placement - Larger than Rumored, Some Indications of Finality
Rakuten (4755 JP) aims to raise up to US$2.4bn (JPY323bn) via a global offering. In this note, we talk about the deal structure and the deal dynamics.
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