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...
441 Views
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.
282 Views
ASICS Placement Updates - Share Pop Done, Now Needs to Correct
A group of shareholders aims to raise around US$1.3bn via selling around 11% of ASICS Corp (7936 JP). We have looked at the deal dyanmics in our...
346 Views
Kyoto Financial Group (5844 JP) – Limited Shareholdings Unwind, for Now
Among bigger cap Japanese banks, we are negative on Kyoto Financial as it lacks near term catalysts to accelerate its equity holdings unwind and...
520 Views
Honda Motor Placement - Past Large Deals Analysis - Could Do with a Bit More Correction
A group of shareholders aims to raise up to US$3.2bn via selling around 5% of Honda Motor (7267 JP). In this note, we talk about the updates since...
317 Views