Merger Arb Mondays (17 Mar) - Seven & I, Tenma, Proto, OneConnect, Vesync, Tam Jai, Insignia
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
496 Views
Recruit Holdings Placement - Relatively Small US$520m Deal but Momentum Is Weak
An undisclosed seller is looking to raise around US$520m via selling 0.5% of its stake in Recruit Holdings (6098 JP) . In this note, we talk about...
628 Views
Japan Financials - Buybacks Strongest at Japan Post Insurance, Japan Post Holdings, Yamaguchi
Japan Post Bank in spotlight now, and new data shows improving credit growth and demand, from Tankan Survey and from loan officer survey.
825 Views
Japan's Banks - Lending Is Strong, Loan Officer Survey Suggests More, Credit Costs Can Be Low
Japan's banks are seeing good loan volume and diffusion index on Tankan Survey and loan officer survey suggests there is more to come. Selling...
422 Views
ECM Weekly (10th Mar 2025) - BYD, Japan Post, Mixue, Sanhua, Chifeng, Nanshan, Goertek, Travel Food
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.
642 Views