Big Honda (7267) Offering - Flow Timing Matters
The Honda Offering is BIG at ¥500bn but over time, the net overhang is substantially reduced by behavioural expectations, passive buying, a...
386 Views
Hyundai Motor India Pre-IPO - Peer Comparison - Doesn’t Stand Out
Hyundai Motor (005380 KS) is looking to raise around US$3bn via listing its India unit, Hyundai Motor India. In this note, we undertake a peer...
377 Views
The Honda (7267) Offering - Much Easier Than It Looks
Honda's mega-offering is not mega. It is two-thirds covered by non-active investor demand over the next two months. 80+% if the stock falls post...
473 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...
290 Views
Big ¥500bn Honda (7267) Offering Is Small
The big ¥500bn Honda offering is announced. Details and context the buyback and passive demand cover two-thirds of the offering but this is going...
516 Views