Japan Post – Insurance Business Is Sandbagging Guidance
As Japan Post Insurance's sales activities start to normalise we believe the market is underestimating how small an improvement would be required...
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Japan Post – Post Office Business Delivers a Perfect Setup
As Japan Post Holdings’ government sell-down to the magic 33.4% mark gets underway, we begin our analysis by examining the actual post office and...
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Japan Post Holdings Placement - The Final US$8bn Countdown - Past Deal Didn't Do Well
The Japanese government plans to sell over 26% or US$8bn worth of Japan Post Holdings (6178 JP). The selldown was originally slated for 2019.
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Japan Post Holdings - World's Largest Cleanup Trade Announced - Story and Index Implications
The Japanese govt is selling JPH shares to get to 33.3%. That will free JPH from govt "influence"/control, and may free JPB from restrictions...
951 Views
FWD Pre-IPO - Thoughts on Valuation
FWD, a pan-Asian life insurer founded by Richard Li, aims to raise up to US$3bn in its US IPO. In this note we will talk about our thoughts on...
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