Ichibanya (7630 JP): House Foods (2810 JP) Potentially Exiting Through a Privatisation
The strong interest from several investment funds despite Ichibanya’s high multiples and downgraded forecasts signals deep underlying value.
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Sector Capsule: Full-Service Restaurants in Hong Kong, China
Full-service restaurants increased by 4% in current value terms to HKD81.9 billion in 2017, with 1% growth in the number of outlets (to 8,872) and...
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Zensho Placement - Good Price to Raise At, at Least for the Company
Zensho Holdings (7550 JP) aims to raise around US$300m via a public offering. In this note, we talk about the deal dynamics and run the deal...
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🇯🇵 JAPAN • Market Update - Resilience
RESILIENCE - Japanese equities have risen by 2.9% since the low of 4th June. In US dollar terms, the gain is 3.7%. Over the last two weeks, the...
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ECM Weekly (22 Jun 2019) - Alibaba, Budweiser Brewing Co, Ascentage, CIMC Vehicle, Impro Precision
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
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