Japan H1 Bank Earnings: Interest/Fees Up, Expenses/Credit Costs Down - Opportunity Abounds, Still
The macro backdrop for Japanese banks is pretty good. Business restructuring efforts are bearing fruit. Global macro is adding fees. Stocks are up,...
624 Views
ECM Weekly (29th Oct 2023) - Kokusai, J&T, Midea, Wuxi XDC, Cirrus, Cello World, Honasa, SIA
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
559 Views
Japan Post Bank (7182) October TOPIX FFW Upweight Upon Us
The Japan Post Bank Upweight in TOPIX is 30 October at the close. Since writing, JPB is up 21%, has outperformed banks by 9.5% and JPH has...
1.2k Views
Kokusai Electric IPO Trading - Decent Demand, Now for the Real Test
KKR raised around US$730m via selling a stake in Kokusai Electric's (6525 JP) (KE) Japan IPO. In this note we talk about the trading dynamics.
705 Views
ECM Weekly (22nd Oct 2023) - J&T, Cuscal, Liontown, Cainiao, ZJLD, Taiwan Cement, Zomato, Hana Micro
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
783 Views