Kioxoa Pre-IPO - The Positives - Among the Leaders in Its Space
Kioxia Holdings (6600 JP) is aiming to raise around US$700m (including over-allocation) from its Japan IPO. In this note, we talk about the...
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Kioxia IPO Early Re-Look - Better Placed This Time Around
The deal is now live, with Kioxia looking to raise around around US$700m at a valuation of around US$4.8bn. We've had a early look at the deal in...
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Japanese Megabanks' Earnings Exceed Expectations - Stay on the Train?
Banks' strong earnings performance and focus on capital management drives positive stock price performance. Will it continue?
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Making Bank - Sector Outperforming Despite the BoJ's “dovishness”
​Analysts raise earnings estimates for megabanks, but upcoming results may trigger a "sell on the news" reaction. Overall, long-term outlook...
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HDB Financial Services Pre-IPO Tearsheet
HDB Financial Services (HDBFS) is looking to raise US$1.5bn in its India IPO. Banks on the deal include JMFin, BNP, BofA, GS, HSBC, IIFL,...
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