Japan Strategy Weekly | Carlyle's Kaonavi Deal Signals a Shift in Japanese Valuations
​Carlyle's bid for Kaonavi underscores valuation gap between Japanese and US SaaS companies, attracting private equity interest. Japanese stocks up...
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Japan Cross-Shareholding - Summary Matrix - Over US$100bn of Selling in 118 Companies
Toyotal has just announced that it will buy back around 290m (around 2% of the stock) of its own shares from MS&AD, Tokio Marine, MUFG and SMFG. In...
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Kokusai Electric Placement - Well Flagged but past Deal Didn’t Do Well
KKR is looking to raise approximately US$620m through an accelerated secondary offering for around 13% of Kokusai Electric (6525 JP)'s (KE) stock.
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Aditya Birla Lifestyle Brands (ABLBL IN) | A Sportswear Wildcard
​The ABLBL demerger creates a focused entity with market-leading premium brands. Future growth potential lies in American Eagle and Reebok's...
261 Views
Japan Morning Connection: Big Pivot from Momo into Value Should See a Sharp Factor Rotation Today
​Homebuilders show potential for upside as market rotates; watch big momentum winners for downside. Este Lauder climbs while JP names lag behind.
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