Rakuten Bank (5838 JP) - Attractive Versus Domestic Neobank Peers, with Added Technical Support
Fundamentally attractive Rakuten Bank also benefits from imminent TOPIX index inclusion; aside from premium growth prospects and low PEG, it is the...
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Rakuten US$2.4bn Placement - Larger than Rumored, Some Indications of Finality
Rakuten (4755 JP) aims to raise up to US$2.4bn (JPY323bn) via a global offering. In this note, we talk about the deal structure and the deal dynamics.
467 Views
Rakuten Possible US$2.2bn Placement - Will Be a Huge Deal to Digest, but It's Not All Bad
Rakuten (4755 JP) is considering raising around US$2.2bn, as per Reuters reports. The company hasn't confirmed or denied the same in its press...
555 Views
ECM Weekly (7th May 2023) - Mankind, Nexus REIT, Pertamina Hulu, Growatt, DXN, Giant Biogene, Ventia
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
355 Views
2023 High Conviction Update - Shinsei Revises Up Profit Forecast - Now Ahead of Plan
SBI Shinsei (8303) upwardly revised its FY2022 forecast earnings by 20%. Mooooar profit. Some risk-taking. Some writebacks. Some will carry over....
494 Views