KKR To Sell a 20-22% Stake in Kokusai Electric (6525)?
Reuters article scoop: KKR to sell down ¥300bn of Kokusai Electric. Short interest is high, and there could be index demand, but structural demand...
764 Views
Kokusai Electric IPO Lock-Up - KKR Will Be Tempted by the US$2.7bn Release but Might Have to Wait
As per media reports, KKR is considering sell half its stake in Kokusai, with the company planning to buyback some shares as well. The company has...
1.2k Views
Sep24 Nikkei 225 Rebal - Still 1 ADD, 1 DELETE, 1 Dark Horse, But #2-Ranked ADD Is Close
The Nikkei 225 rebal for September is still likely to be a small affair. One ADD. One DELETE. The big capping trade for Fast Retailing is 1% away...
1k Views
Kokusai Elec (6525) - The Much-Anticipated Lockup Expiry
Kokusai Electric was ¥4310 the day after I wrote. Fell to ¥3700-3800 before re-attaining ¥4000+ today. STILL has an overhang issue. Given no...
1.3k Views
ECM Weekly (29th Apr 2024) - IDEA, Kokusai, J&T, Krafton, Horizon, Oceana, ChaPanda, 99 Speed, Afcon
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
636 Views