E-Commerce in Japan: Omnichannel Consolidation
E-commerce growth in Japan remains strong post-Covid, set to overtake convenience stores by 2025-26, with omnichannel model becoming dominant for...
393 Views
Sep24 Nikkei 225 Rebal - 2 ADDs, 2 DELETEs Maybe, but Rebals Tougher, and Fastie+TEL Are the FUN
Predictions for the Sep 2024 Nikkei 225 index rebal. I expect Ryohin Keikaku. Next would be Nomura Research. But the big trades are Fast Retailing...
799 Views
Mar24 Nikkei 225 Rebal - Socionext, Disco, Zozo IN; US$4bn One-Way; More Impactful Than It Looks
The Nikkei 225 Rebalance for March 2024 is out. It is basically as expected. I had thought maybe Ryohin Keikaku would go in rather than Zozo. I'd...
898 Views
Trial Holdings IPO - Not Wholly Convinced but a Strong Market Should Help
Trial Holdings (5882 JP) (TH) is now looking to raise up to US$259m in its Japan IPO, after having canceled its prior listing attempt last year. In...
984 Views
ECM Weekly (26th Feb 2024) - Trial Holdings, Juniper, Xiaocaiyuan, Union Bank, Orica, Azure
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
489 Views