Japan's Governance Changes I - The PBR 1.0 Target
Japan's powers that be - the TSE and now the Finance Ministry - are targeting listcos with PBRs of less than 1.0x. That will mean they will be...
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StubWorld: Japan Post Holdings (6178 JP) Is "Cheap"
As rates go up, Investors may simply prefer to get exposure directly with JPB; and this may be contributing to a short squeeze on JPB's stock. I'd...
521 Views
SBI Shinsei Bank IPO Trading - Strong Demand, Peers Mini-Rally Will Help
SBI Shinsei Bank (8303 JP), a Japanese financial institution, raised around US$2.1bn in its Japan listing. In this note, we talk about the trading...
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Japan Post Holdings – Waiting for Godot...
​Underperformance post-results announcement may present opportunity as strategy shifts slowly and ownership of Japan Post Bank changes hands.
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Weekly Deals Digest (02 Mar) - Japan Post Bank, 7&I, Aeon Delight, Tonami, Mixue, JXAM
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
578 Views