Sunway Healthcare IPO: Global Index Inclusion in Aug/Sep; KLCI Missing
Sunway Healthcare is looking to raise MYR2.86bn (US$734m) in its IPO, valuing the company at MYR16.7bn (US$4.3bn). Global index inclusions expected...
995 Views
Aequitas: Japan Hotel REIT Placement - Relatively Large Deal but Not Really DPU Accretive
Japan Hotel REIT (JHR) aims to raise around US$462m to partly fund the acquisition of Hyatt Regency Tokyo. In this note, we will talk about the...
336 Views
TOPIX CORE 30 Index Earning Revision (Jan): Toyota Motor, Itochu, Tokio Marine, SoftBank
We analyzed TOPIX CORE 30's consensus for Jan 2026 and highlighted changes of EPS in Toyota Motor, Itochu, Tokio Marine, SoftBank, Mitsubishi UFJ...
492 Views
Marubeni (8002 JP): Re-Rating Done, Spot Copper Priced In
Stock has been re-rated to reflect current copper prices and earnings, with potential for further growth depending on platform scaling and capital...
658 Views
First Pacific (142 HK): Maynilad's IPO (Now With Prospectus Numbers)
This insight is largely a rehash of yesterday's note, together with updated numbers applying prospectus figures. I thought this warranted a fresh...
516 Views