Japan's Governance Changes I - The PBR 1.0 Target
Japan's powers that be - the TSE and now the Finance Ministry - are targeting listcos with PBRs of less than 1.0x. That will mean they will be...
1.2k Views
ECM Weekly (15 December 2025) - SBI Shinsei, NS Group, Novosense, JD Industrial Meesho, Cidi, Swiggy
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
112 Views
StubWorld: Japan Post Holdings (6178 JP) Is "Cheap"
As rates go up, Investors may simply prefer to get exposure directly with JPB; and this may be contributing to a short squeeze on JPB's stock. I'd...
520 Views
Japan Post Holdings – Waiting for Godot...
​Underperformance post-results announcement may present opportunity as strategy shifts slowly and ownership of Japan Post Bank changes hands.
419 Views
Weekly Deals Digest (02 Mar) - Japan Post Bank, 7&I, Aeon Delight, Tonami, Mixue, JXAM
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
577 Views