Aequitas: Kokusai Electric Placement - Past Deals Have Been Mixed but Its a US$1bn Cleanup
KKR is looking to raise around US$960m through an accelerated secondary offering for around 10% of Kokusai Electric (6525 JP)’s (KE) stock. In this...
191 Views
Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing
CYCLICALÂ SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since...
562 Views
Japan: Sector Weight 3 Month Change - Bi-Polar With A Twist
INTERNET, TELECOMS & HEALTHCARE ▲ RETAIL, RESTAURANTS & RAILWAYS▼- Domestic non-financial sectors continue to shine in Japan. However, in...
540 Views
E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
384 Views
With Earnings About to Start, Names that Have Recently Revised or Have Analysts Still Confused....
Earnings will start in earnest in the next couple of weeks and so we thought we would take a look at 1- companies that have recently revised...
336 Views