Japan - Shorts Continue to Drop, Led by Consumer Discretionary Names
The short notional in the market for the week ending 17 January is US$24.78bn (down by US$860mm) with the largest short positions in Itochu Corp...
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CyberAgent (4751 JP): Buy the Dip?
Cyberagent Inc (4751 JP) reported its FY09/19 full-year financial results last week. Consolidated revenue and OP were ¥454 (+8.1% YoY) and ¥31bn...
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Recruit Holdings: A Closer Look at Fundamentals Ahead of the Secondary Offer
Recruit Holdings (6098 JP) has announced a secondary offering of 21.5m shares (around 7.2% of the total shares outstanding). The offer allows...
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Recruit Holding Placement: Thoughts on Valuation, Past Placements, and Index Event
Recruit Holdings announced a USD 3.8 bn globlal follow-on offering on August 28th, selling up to 121.5 million shares. In our previous insight...
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Recruit Holdings Secondary Offering: Coming at a Full Valuation
Recruit Holdings (6098 JP) announced a secondary offering of 121.5 million shares (7.2% of shares outstanding), assuming the over-allotment options...
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