Fujikura (5803 JP): Positioning & Potential Passive Buying
The increased market cap could lead to Fujikura being added to passive portfolios at the end of Nov. Positioning in the stock is larger than in...
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Sep24 Nikkei 225 Rebal - Last Minute Thoughts and Change in Predictions
The September Nikkei 225 rebalance is likely to be announced either today, tomorrow, or Thursday. I have adjusted my picks to go for 3 x 3. If I...
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Denso Corp Placement - Toyota to Raise US$4.4bn, as Expected
Following yesterday's news release by Reuters that Toyota Motor (7203 JP) could sell up to 10% of Denso Corp (6902 JP), the deal was officially...
574 Views
Zensho Placement - Good Price to Raise At, at Least for the Company
Zensho Holdings (7550 JP) aims to raise around US$300m via a public offering. In this note, we talk about the deal dynamics and run the deal...
607 Views
ECM Weekly (26th Nov 2023) - Zeekr, Cirrus, Tata Tech, IREDA, FedBank, Juniper, GS Yuasa, AZ Com
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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