Nikkei 225 Sep25 Rebal: One ADD, One DELETE Still Probable, Kokusai a Question but $3bn+ a Side
Sep25 Nikkei 225 rebal has 3mos to go for data but it's mostly decided. The questions remaining are less about ranks, and more about rules. I'm...
618 Views
Rigaku IPO Lockup - Large PE Investors Can Still Break Even
Rigaku Holdings (268A JP)Â raised around US$750m in its Japan IPO in October 2024. The lockup on its pre-IPO investors is set to expire soon.
573 Views
The End-April TOPIX Rebalance - US$2.1bn a Side
There is US$2bn a side to trade on 28 April at the close for a variety of reasons. It is a big month of events with a long list of trades which...
749 Views
Suzuki Motor Placement Updates - Relative Correction Has Been Decent so Far. But Lacks Buyback
Tokio Marine Holdings (8766 JP) and Sompo Holdings (8630 JP) aim to raise around US1.15bn via selling 5% of Suzuki Motor (7269 JP). We compare it...
536 Views
Fashion E-Commerce in Japan: Stores Are Key Too
​Japanese fashion e-commerce market sees growth, but in-store sales outpace online, challenging even top omnichannel strategies. Staff engagement...
644 Views