2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 4
In light of a weaker US and Japanese economy and a stronger Yen, sector allocation is crucial for Japanese portfolios this year. Certain sectors...
624 Views
AZ Com Maruwa Placement - Mixed Feelings About the Mixed Offering
AZ-Com Maruwa Holdings (9090 JP) is looking to raise around US$206m in its mixed follow-on offering. In this note, we will talk about the deal...
788 Views
Japan REITs: Long Japan Hotel REIT and Short Nippon Building Fund on Industry Fundamentals
We explore the proposed pair trade to LONG Japan Hotel REIT and SHORT Nippon Building Fund, on the back of industry fundamentals. Hotel is...
648 Views
Samhi Hotels IPO - Taking a Large Hair Cut, Now at a Decent Discount
SAMHI Hotels (SAMHI IN) plans to raise around US$165m in its Indian IPO. In this note, we talk about the RHP updates and provide our thoughts on...
554 Views
Mitsui Fudosan Logistics Park Placement - Fundamentally Sound but Dilutive
Mitsui Fudosan Logistics Park Inc (3471 JP) is looking to raise US$106m in its primary follow-on offering to acquire three properties and two 50%...
346 Views