JR West – Lacking Advantages Compared to JR Kyushu
Even after completing its rather significant capital raise and equity dilution JR West is still not out of the woods and we have some concern about...
269 Views
JR West (9021 JP) Offering - Supply Vs Yutai+Passive Demand
JR West surprised the market with an equity offering last Wednesday. It is JPY 260bn or so at current price and represents more than 20% EPS...
388 Views
ECM Weekly (5th September 2021) - JR West, Kakaobank, Helen's, ANE, Weilong Snacks, NewMed
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
259 Views
West Japan Railway Placement - A Large, Unexpected Dilution
West Japan Railway Co (9021 JP) (JR West) is looking to raise up to US$2.7bn (including over-allocation) in its upcoming Japan follow-on offering.
362 Views
🇯🇵 JAPAN • The Post-COVID Rotation from Growth to Value Begins + 02/05 Results & Revisions Update
THE 2021 ROTATION BEGINS - For most of the last year, the Japanese equity market has been led by overvalued and overbought high-quality growth...
195 Views