Recruit: HR Tech Top Line Further Declines; No Big Impact From Indeed Plus in the Near Term
Recruit's 3Q revenues declined YoY due to fall in HR Tech which was impacted by market weakness and a new pricing model. Indeed Plus is not...
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Recruit (6098 JP) Buyback - It's Big But Not THAT Big; Value Act Effect Vs Corp Selldown Vs Multiple
Recruit has announced a ¥200bn buyback. Last year's market buyback was ¥150bn. This is NOT "Value Act Effect" but it may be taken as such. That...
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Recruit: More Challenges Ahead for HR Tech Business
Recruit's share price rallied more than 30% since November driven by stake acquisition of ValueAct. Labour markets have weakened further while web...
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Updated TOPIX Big April Basket Flows; More Big Flows and ¥270bn a Side
Earnings releases in tech will start to pick up the next few days, and while the market is open on the 29th then also on the 1st and 2nd, the 5-day...
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ECM Weekly (22nd Apr 2024) - Kokusai, J&T, Voda IDEA, ChaPanda, Cloudchain, Johor Plant, Aadhar
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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