Arm IPO – Don’t Worry, It’ll Be Fine
We remain rather sceptical about the prospects for Arm's IPO given Softbank's track record and valuations already being revised down.
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EQD | Are Box Spreads Viable in Japan?
Box spreads may be an effective strategy for Japanese investors to lock in margin rates lower than their prime brokerage with minimal risk and...
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LG Energy - Quick Thoughts on US$2bn EB Offering by Parent
LG Chem Ltd (051910 KS) aims to raise around US$2bn via offering 2028 and 2030 puttable USD exchangeable bonds for LG Energy Solution (373220 KS)...
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Socionext Placement - A US$1.8bn Cleanup, Will Have to Give up Some of Its 6x Listing Gains
Three shareholders of Socionext (6526 JP) aim to raise around US$1.8bn via selling shares in Socionext. In this note we talk about the deal...
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The TSE's New 'Better' Index: JPX Prime 150
The TSE is launching a new JPX Prime 150 Index on 3 July 2023. It is 150 stocks with high PBRs and high "Equity Spread" (ROE vs cost of capital)...
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