Nippon Yusen - New MidTermPlan = New Shareholder Return Policy
Shipping Co NYK (9101) announced a new MTMP today at lunch. Lots of investment. Some shareholder return. Shares fell. I expect the "Additional...
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Good Morning Japan |Powell Dishes Bitter Pill - Sparks Cross Market Chaos; NUGGET: CCUS Opportunity
REALITY CHECK FROM POWELL; USDJPY weakens to 137.1 as Powell tesimony digested;Â H3 failure-blow to JP space hopes; "My Number" Use expanded;Â ...
456 Views
ANA and NYK to Trade NCA, So JAL/ANA GTG
ANA and Nippon Yusen today announced that ANA would buy NYK unit Nippon Cargo Airlines on 1 Oct 2023. Price and method TBD. This likely creates...
681 Views
Japan Post Bank Placement - Misbehaving - Still Has Time to Correct - A Look at past Deals
Japan Post Holdings (6178 JP) plans to sell US$9bn of Japan Post Bank (7182 JP). The stock price hasn't been behaving particularly well in terms of...
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Japan Post Bank Placement - Deal Structure, past Deals, Index, Buyback
Japan Post Holdings (6178 JP) plans to sell around US$9bn worth of Japan Post Bank (7182 JP), trimming its stake by a third. In this note, we talk...
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