The TOPIX October FFW Trade - BIG Numbers
The TOPIX Buy/Sell Trade was doing OK through mid-week last week. Then on the 17th it fell hard. That was the day after 'uncertainty" on TCM (570...
1.2k Views
Japan Morning Connection: Oil Through $80 While P&C Take a Hit on Hurricane Milton
​Positive sales numbers and new product launches from SMCI could benefit Nidec; P&C weakness expected due to Hurricane Milton; Oil above $80...
340 Views
Tokyo Metro IPO - Will Price at the Top, but Isn’t Particularly Cheap
Tokyo Metro (9023 JP)'s shareholders aim to raise up to US$2.4bn in its Japan IPO. In this note, we look at the valuation in the IPO price range.
638 Views
Tokyo Metro IPO - Thoughts on Valuation
The price range for the IPO has now been set at JPY1,100-1,200/share, which still looks fairly attractive in our view and would provide a good yield.
831 Views
ECM Weekly (7th Oct 2024) - Tokyo Metro, Rigaku, China Resources, K Bank, JD Ind, Swiggy, Lalatech
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
471 Views