Japan Morning Connection: Sony, PPIH, 7&I
Sony's stock remains attractive as a long, PPIH is a laggard worth considering, and 7&I seeks government protection against takeover.
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Kioxia IPO Early Re-Look - Better Placed This Time Around
Kioxia Holdings (6600 JP) aims to list in Japan by Oct 2024 at a valuation of over US$10bn, as per media reports. In this note, we take an early...
367 Views
Yamaha Motors Placement - A Relatively Small Cross-Shareholding Unwind
A group of shareholders aims to raise around US$330m via selling around 3.6% of Yamaha Motor (7272 JP). In this note, we talk about the deal dynamics.
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Could a Japan "Megaquake" Disrupt Semis?
Japan's Meteorological Agency predicted that a catastrophic earthquake is now many times more likely than before. This insight examines what that...
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Colowide Placement - Needs a Very Large Correction
Colowide Co Ltd (7616 JP) aims to raise around US$230m in order to fund its prospective M&A transactions over the next few years
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