[Blue Lotus Daily - TMT Update]:NTES US/4689 JP/4755 JP/4385 JP/BABA US /BIDU US/700 HK
NetEase's receives positive feedback during first round of testing, PayPay QR-code system crashes for three hours in Japan.China's generative AI...
325 Views
Trial Holdings IPO Trading - Demand and Valuation Are Towards the Higher Side
Trial Holdings (5882 JP) (TH) raised around US$259m after pricing its IPO at the top-end in its Japan IPO. In this note, we talk about the trading...
367 Views
E-Commerce in Japan: Omnichannel Consolidation
E-commerce growth in Japan remains strong post-Covid, set to overtake convenience stores by 2025-26, with omnichannel model becoming dominant for...
231 Views
Trial Holdings IPO - Not Wholly Convinced but a Strong Market Should Help
Trial Holdings (5882 JP) (TH) is now looking to raise up to US$259m in its Japan IPO, after having canceled its prior listing attempt last year. In...
699 Views
TOPIX Index Upweights: Final Predictions for The "The Big April Basket” 2023
This insight (from Feb 2023) discusses the annual TOPIX Liquidity Factor (LF) removal event (which we call the "Big April Basket"). It might be a...
708 Views