Kitazato IPO - Isn’t Particularly Enticing Apart from the Dividend Yield
Kitazato (368A JP) manufactures and sells medical devices and products for fertility treatment. It aims to raise around US$130m in its Japan IPO.
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Japan Post Bank: From Stagnation to Opportunity
​Non-controversial changes in asset allocation can boost earnings, with a potential catalyst from demand problems in JGB market. Clear path to...
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Kitazato Pre-IPO - Past Sales Have Been Steady but Slowing
Kitazato (368A JP) manufactures and sells medical devices and products for fertility treatment. It aims to raise around US$120m in its Japan IPO.
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Isuzu Motors Placement - Relatively Small Deal Along with Buyback
A group of shareholders aims to raise around US$380m via selling around 4% of Isuzu Motors (7202 JP). In this note, we talk about the deal dynamics.
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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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