Japan Cross-Shareholding - Summary Matrix - Over US$100bn of Selling in 118 Companies
In this note we summarize our work by looking at where most of the selling will likely come. Of the companies that we have looked, collectively...
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ECM Weekly (27th August 2023) - ARM, Integral, Doosan, Samhi, JSW, TVS, Zeekr, Coforge, APA
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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Last Week In Event SPACE: JSR, Intouch/Thaksin, Softbank/ARM, M&A Research, Premier
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Softbank (9984 JP): WeWork on the Brink and Other Factors
Despite the Arm IPO potential, we continue to be cautious on Softbank due to its WeWork exposure, the risk of over-valuation of private companies...
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SoftBank Group (9984 JP) – Reasons to Be Careful
The SoftBank NAV faces hurdles; a gulf between groups in terms of Arm’s valuation in its coming IPO, prospects for a stronger Yen and already...
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