The Olympus Peer-Relative Crash - Due to ADR Cancellation Overhang?
Olympus had a pretty good FYH1 and have had a bad H2 so far as USDJPY has fallen hard and the company gets most of its revenue abroad. The ADR...
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Fujifilm: An Inspiring Transformation Story
Fujifilm has successfully transformed from an imaging solutions provider to a global healthcare company. Market still values the company as a...
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Terumo Corp (4543 JP): H1FY23 Results Reflect Continued Recovery from the Pandemic
Terumo is on a strong double-digit revenue growth path due to continued COVID-related recovery of the procedure volume globally. The company should...
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Daiei Kankyo IPO - Final Thoughts on Valuation
Daiei Kankyo (9336 JP) (DK), a waste management company, aims to raise around US$314m in its Japan IPO. In this note, we talk about valuations.
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Nomura Research Placement - Somewhat Well Flagged, past Deals Have Done Well but Momentum Is Weak
Nomura Holdings (8604 JP) and Jafco Co Ltd (8595 JP) are looking to raise around US$850m via selling 5.7% of Nomura Research Institute Ltd (4307 JP).
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