Rakuten Bank IPO Early Look - The Negatives - Is Already Slowing Down
Rakuten Bank, the online banking arm of Rakuten Inc (4755 JP), aims to raise around US$500m in its Japan listing in April 2023. In this note, we...
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Good Morning Japan |Peak Rates Still 5% Post Powell - Beta Roars Back; Inbound-China Excludes Japan
NKY indicated flate; Inbound headwinds as China exludes Japan from Group tours; Son skips Softbank brief in wake of Vision fund disaster; Nintendo...
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Good Morning Japan | The Doves Strike Back; Google Joins Layoff Parade; "Too Early for BOJ Exit"
SPX +1.9% to close on highs; Beta-driven rally. NKY Futs +1.3% vs Cash; JP CORE Inflation hits 4%; Kishida: too early to discuss BOJ 2% policy...
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Daiei Kankyo IPO Trading - Peers Have Been Correcting
Daiei Kankyo (9336 JP) , a waste management company, raised around US$314m in its Japan IPO. In this note we talk about the trading dynamics.
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DeNA (2432) Buyback - Accretive on a Low Leverage Business Which Will Grow In Time
DeNA (2432) is a nice pot of assets with a small business attached. It should be better. It appears to be on its way to getting better. It is very...
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