Kioxia Placement - US$2bn Deal, Relatively Small, Index Upweight but the Shares Have Runup
Bain aims to raise around US$2bn via selling around 6% of its stake in Kioxia Holdings (285A JP). The IPO linked lockup on its shareholding had...
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Toyoda Gosei Placement - Somewhat Expected but Relatively Large with Delayed Buyback
Toyota Motor (7203 JP) and Sumitomo Mitsui Financial Group (8316 JP) plan to raise around US$700m via selling down some of their stake in Toyoda...
365 Views
JPX Margin Trading Weekly (Nov 14th): SoftBank, Mitsubishi Heavy Industries, Sanrio
We analyzed JPX margin trading positions report for the past week and highlighted SoftBank (9984 JP), Mitsubishi Heavy Industries (7011 JP), Sanrio...
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Japan Morning Connection: Softbank Numbers Smash Estimates, but Selling NVDA Sours Market Overall
NVDA spooked by Softbank selling its stake to pay for AI investments. Coreweave's reduced sales guidance contributed to the widespread weakness.
329 Views
Nota IPO Bookbuilding Analysis
Nota's IPO price has been confirmed at 9,100 won, which is at the high end of the IPO price range. The demand ratio was 1,058 to 1.
566 Views