Trial Holdings IPO - Sector Lagging Margins Warrant a Discount
Trial Holdings (5882 JP) is looking to raise up to US$393m in its Japan IPO. In this note, we talk about implied valuations.
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Japan Weekly | Financials Still a Concern, Recruit, Toyota Industries
We share weekly commentaries with investors on stocks on our watchlists that have appreciated or dropped more than 10% during the week.
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Rakuten Bank IPO - Recent Filings Updates and Quick Thoughts on Valuation
Rakuten Bank (5838 JP), the online banking arm of Rakuten (4755 JP), aims to raise up to around US$900m in its Japan listing in April 2023.
529 Views
Good Morning Japan |Yellen/Powell Rattles Markets; NUGGET: NIKON - Riding the DigiCam Renaissance
Fed Chair Powell delivers expected +25bps; Hawkish pledge on inflation + Yellen's testimony rattles markets; Safety trade reasserts; Seems like...
334 Views
Recruit: Share Price Continues to Fall as Labour Markets Facing Challenges
Recruit’s share price is down 18% YTD with mismatch in the labor markets easing off. Job openings in the US have further declined in January...
269 Views