FineToday Pre-IPO - The Positives - Established Brands Across Multiple Regions
CVC Capital is aiming to raise over US$500m, via selling some of its stake in FineToday Holdings Co Ltd (289A JP) in Japan. In this note, we talk...
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Japan Morning Connection: Softbank Further Consolidating Its AI Focus
Tech weaknes continues in the US, new numbers from Isetan Mitsukoshi should end recent underperformance and Nintendo weakness offer opportunities...
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Kansai Electric Placement - A US$3.5bn Raising Which Doesn’t Appear Well Flagged
Kansai Electric Power (9503 JP) plans to raise up to US$3.5bn (including over-allocation) to partly fund its investment plans. In this note, we...
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Japan Morning Connection: Markets Turning Surprisingly Risk-On Despite the Election Uncertainty
​Cummin's earnings a good read for DC-related power plays. Nintendo's miss may present a buying opportunity before new Switch announcement. JMDC...
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Nintendo (7974) | Q3 Results and the Road to Switch 2
​Nintendo's Q3 net revenue down 17% YoY, Switch hardware sales down 10% YoY but up sequentially due to special bundles. Switch 2 expected to be a...
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