Japanese Retailing 2021-22: What's Really Going on and What's Next?
There is increasing divergence between the winners and losers in Japanese retailing and the following in-depth review looks at performance in the...
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Rakuten: At a New Forward EV/EBITDA Bottom
After falling 6% following Q4 earnings and 39% since March 2021 to ¥945 per share, Rakuten seems an attractive bet on the long side in the Japanese...
296 Views
2022 High Conviction - Kakao Bank - A Long Way to Go
Kakao Bank (KB) is South Korea’s largest digital bank. It's a subsidiary of Kakao, which holds a 27.3% stake post listing.
506 Views
ECM Weekly (10th Dec 2023) - Toyota, Denso, Rakuten, Evolution, IRCON, REPT, UBTech, Entero
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
553 Views
Cash Generation from the Sale of Subsidiary Shares Is the Default, but the Issue Remains Postponed
I would like to discuss the issues on the November 9 Nikkei article, "Mizuho to Invest Additional 90 Billion Yen in Rakuten Securities Due to...
447 Views