Novatek: Volume Production of VR Driving Strongest Segment; AR/VR Finally Going Mass Market in 2023?
Apple could be quietly preparing for mass production of AR/VR headset ahead of announcement at June's WWDC. Combined with Novatek's comments, could...
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Good Morning Japan |No Catalysts-Equities Flat; NUGGET - Toyota Gets Serious, Watch the Supply Chain
While the US market looks for direction, in Japan, some positive headlines with help underline our bullish outlook. First, Warren Buffet in an...
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Rakuten Bank IPO - Thoughts on Valuation
Rakuten Bank (5838 JP), the online banking arm of Rakuten (4755 JP), aims to raise up to around US$900m in its Japan listing in April 2023. In this...
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Trial Holdings IPO - Sector Lagging Margins Warrant a Discount
Trial Holdings (5882 JP) is looking to raise up to US$393m in its Japan IPO. In this note, we talk about implied valuations.
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ECM Weekly (26th Mar 2023) - Meituan, Rakuten Bank, SBI, Harita, Trial, DPC, Onewo, Leap, Growatt
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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