ECM Weekly (4th Dec 2022) - Skymark, Daiei, Sunshine, Lygend, Weilong, NRI, Zomato, Goto, Bobcat
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Rakuten (Neutral) - Follow up After Results: Mobile Issues Far from Over
Elevated network costs hamper Rakuten's ability to go out and get new subscribers as it could drive operating losses higher. Meanwhile, the...
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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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Kakaku.com Inc.: A Deep-Dive View
Kakaku.com Inc. has impressed us as a rare species compared to many other Japanese companies and is probably the most investable publicly-traded...
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