Japanese Bigger Cap Banks – BoJ’s Pause Does Not De-Rail Our Expectations for Higher Interest Rates
JGB yields have eased a bit, but BoJ still set to tighten rates. Outlook for loan growth, higher lending rates supports buys on Resona, Mizuho,...
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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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JPX Nikkei 400 Index Rebalance: A Bunch of Chunky Adds & US$6bn Trade
There are 44 adds/41 deletes for the JPX Nikkei 400 Index resulting in a one-way turnover of 7.9% and a round-trip trade of JPY 880bn (US$6bn)....
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Japanese Big-Cap Banks – Rates Story Takes Centre Stage, Along with Banks’ JGB Exposure
Bank of Japan raises short-term interest rate to 0.25%, plans to reduce JGB purchases. We like Resona, Mizuho, SMFG, Concordia big-cap bank shares...
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ECM Weekly (29th July 2024) - ASICS, Kokusai, Amer, Hyundai, Timee, Sanil, Akum, Bloks, Ola Electric
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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