The Japan March-End Rebal and Dividend Trade
History shows (see Discussion Point) that "the right trade" is to be outright long TOPIX from today at the close to sell Friday (dividend ex-date)...
1.6k Views
Idemitsu (5019) - Buyback Announced, Executed, To Be Executed Again; Pressure & Timing
Idemitsu announced a decent-sized buyback. It is 20+% of Max Real World Float though crossholders may start selling next FY. There is timing to a...
675 Views
ECM Weekly (17th Mar 2025) -JPB, Recruit, Austal, BoB, Chifeng, Guarantee, Anjoy, Softcare, AvePoint
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.
504 Views
Weekly Deals Digest (16 Mar) - Rio Tinto, De Grey, HKBN, ESR, Seven & I, Makino, Tenma, JXAM
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, New Zealand, Singapore, Japan,...
340 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