ECM Weekly (1st July 2024)-Aisin, Mitsui, Japan Hotel, Allied Blenders, Webtoon, Hyundai India
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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Japan Financials - Buybacks Strongest at Japan Post Insurance, Japan Post Holdings, Yamaguchi
Share buybacks at Japan's financials are particularly strong at Japan Post Insurance, Japan Post Holdings, and Yamaguchi. MS&AD also stands out...
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Japan Banks - Trading Gains and Cross-Shareholding Vary Widely Among Megabanks and Regionals
We look at how important or unimportant core banking income is to 50 banks in Japan, to better understand where divesting cross shareholding can be...
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Japan Hotel REIT Placement - Relatively Large Deal but It Is Accretive
Japan Hotel Reit Investment (8985 JP) aims to raise around US$214m to partly fund the acquisition of four hotel assets. In this note, we will run...
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Mitsui & Co Placement - Another Cross-Shareholding Unwind, This Is a Small One to Digest
MS&AD Insurance (8725 JP) and Sumitomo Mitsui Financial Group (8316 JP) are looking to raise US$691m from trimming their respective stakes in...
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