Kyoto Financial Group (5844 JP) – Limited Shareholdings Unwind, for Now
Among bigger cap Japanese banks, we are negative on Kyoto Financial as it lacks near term catalysts to accelerate its equity holdings unwind and...
690 Views
Kokusai Electric Placement Updates - Misbehaving
KKR and KSP Kokusai Investments are looking to raise approximately US$1.7bn through selling a large stake in Kokusai. In this note, we talk about...
561 Views
Honda Motor Placement - Past Large Deals Analysis - Could Do with a Bit More Correction
A group of shareholders aims to raise up to US$3.2bn via selling around 5% of Honda Motor (7267 JP). In this note, we talk about the updates since...
517 Views
ECM Weekly (8th July 2024) - Japan Cross-Shareholding, Honda, Aisin, Timee, Chenqi, Cirrus, Emcure
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.
548 Views
HDFC Bank - Rebalancing & MUFG Acquisition Benefit, Ongoing NPL Stability & Profit Strength
Renewed interest from a potential re-balancing, and a possible MUFG purchase for HDB. It shines on its own: stability, growth, credit metrics, with...
660 Views