SBI Shinsei Bank (8303 JP) IPO: Price Range Is Attractive
The relisting has attracted solid interest from several investors. The peers have modestly re-rated, and the IPO price range is attractive.
280 Views
SBI Shinsei Bank IPO - Stronger Support, Decent Valuation
SBI Shinsei Bank (8303 JP), a Japanese financial institution, aims to raise around US$2.1bn in its Japan listing. In this note, we talk about...
487 Views
Japanese Banks: TPNBNK Structural Sector Buy-Case, Preparing for Shinsei (8303) January Passive Flow
​Japanese banks are experiencing improved profitability due to the BoJ's policy changes, also evidenced by 8303 Shinsei re-listing, leading to...
508 Views
Japan:Â Cautious Reengagment
Global ownership of Japan is rising, but conviction remains weak. Allocations sit near historic lows, with Value funds leading a cautious rotation...
178 Views
Japan Post Bank: Unlocking Value as Deposits Turn into Growth, Autonomy, and Digital Scale
​Bank surpasses three-year target early, now focused on growth and new opportunities post-government supervision. Valuations do not reflect...
221 Views