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.
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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...
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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,...
509 Views
Kitazato IPO Trading - Demand Was Strong
Kitazato (368A JP) manufactures and sells medical devices and products for fertility treatment. It raised around US$130m in its Japan IPO. In this...
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Japan Post Holdings - Guidance Continues to Underwhelm
Company's H1 results show improvement, but no guidance raise for FY; Financial subsidiaries gain from interest rate increases but holding company...
352 Views