Kokusai Electric Pre-IPO - The Negatives - Can't Avoid the Cycles
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we talk about the not...
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Leapmotor IPO Lock-Up - US$3.3bn Lockup Expiry, Everyone in the Money, CCASS Movement to Boot
Leapmotor (9863 HK) (LM) raised around US$800m in its Hong Kong IPO. The stock was listed in Sep 2022, its lockup on pre-IPO investors will expire...
485 Views
Ohayo Japan: Stocks Higher, 10Y Yields Rise Too; JAPAN X - Toyota Embraces Gigacasting
Stocks overseas rise despite rising bond yields. Japan introduces tax breaks for semiconductor production. Toyota makes progress in EV...
385 Views
Kokusai Electric Pre-IPO - The Positives - Well Established with High Market Share
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we talk about the...
620 Views
Ohayo Japan: SPX -2.9%WoW as UAW Auto Strikes Expand; JapanX - Nintendo Is THE Prime Gaming Asset
OVERSEAS: UAW strike continue; US Govt shutdown risk; JAPAN: Nikkei ends the week down -3.4%; BOJ downplays policy exit; Japan Core Inflation...
431 Views