Amvis Holdings Placement - Has Done Exceptionally Well, Now It's Prime Time
Amvis Holdings Inc (7071 JP) (AH)’s founder aims to raise around US$250m via a secondary follow-on offering. In this note, we will run the deal...
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Rakuten Bank IPO Early Look - The Positives - Has Grown Fast over the past Few Years
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...
456 Views
Good Morning Japan |Beta BACK-Ahead of CPI; Citizen Watch LEADS=>Massive Buyback; Toyota EV Shift?
JGB at 2% next year ? So says Koll; Citizen Watch shakes things up with Massive Buyback. JGB at 2% next year ? So says Koll; Citizen Watch shakes...
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Recruit: HRTech Margins Falling Back to Pre-Covid
We expect Recruit's earnings to see the most impact in FY03/2024E due to slowdown in recruitment markets. Consensus expects top line growth of less...
303 Views
Recruit (6098 JP) | A Soft-Landing?
The current valuation of 23x PE is way below the median level of 30x. Earnings growth may be unexciting this year, but we think the market has...
259 Views