Rakuten Bank IPO Lock-Up - Parent and Company Will Come Out of Lockup
Rakuten has just announced that it will selldown some of its stake in Rakuten Bank in order to fund redemption of some of its bonds.
794 Views
OCBC - Market Capitalization Rising, Unlike Peers | Insurance Is Lack Luster | Credit Costs Seem Low
OCBC may see its net interest income slow dramatically, exposing the worsening other line items, where credit costs can especially surprise,...
304 Views
NAB - Maturing Debt AUD40bn | At Top of Rate Cycle | With High Unseasoned Loans, CRE Loans
NAB has more maturity debt than large peers, which can mean worse NIM impact when refinancing at the top of the rate cycle. Business loan growth...
377 Views
ECM Weekly (12th Nov 2023)-Renesas, Bajaj, Alchip, Hybe, Will, Wuxi, ChaPanda, Chenqi, Cello, Honasa
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
527 Views
OCBC - 10 Nov Results | Credit Costs +150% Then +250% | ~4% Loans Greater China CRE | Insurance Risk
OCBC releases results on 10 Nov. We believe the figures can underwhelm due largely to credit metrics. Insurance operations have also shown core...
519 Views