In today’s briefing:
- Kokusai Electric (6525 JP): The Current Playbook
- India Channel Insight | What Is the EV Scene in India?
Kokusai Electric (6525 JP): The Current Playbook
- Since the US$2.0 billion secondary placement announcement, Kokusai Electric (6525 JP)’s shares are down 5.6% from the undisturbed price of JPY5,520 per share (8 July).
- Looking at recent large Japanese placements is instructive to understand the potential trading pattern. So far, Kokusai’s shares have followed the pattern of previous large placements.
- The offering will likely be priced on 22 July. Investors who have participated in previous large Japanese placements tend to secure positive returns.
India Channel Insight | What Is the EV Scene in India?
- We spoke with multiple channels covering 3Ws, 2Ws, and 4Ws to understand the current dynamics of the Electric Vehicle (EV) scene in India.
- Adoption of E-3 and E-4 Wheelers is hindered by high prices, range issues, inadequate charging infrastructure, and platform stability concerns.
- E-2 Wheelers show resilience with stable sales led by aggressive pricing from Ola Electric (1700674D IN).
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