Japan Morning Connection: Yamaha Motor, Rohm, Kawasaki Heavy
​Yamaha Motor outlook improving with share sale, Ueda's hawkish tone favors banks and utilities, Rohm showing rebound potential with upcoming drivers.
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Yamaha Motors Placement - A Relatively Small Cross-Shareholding Unwind
A group of shareholders aims to raise around US$330m via selling around 3.6% of Yamaha Motor (7272 JP). In this note, we talk about the deal dynamics.
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Tokio Marine Holdings - Net Profit +54% YoY, Non Life Premiums & Investment Income Are Drivers
Strong 1Q25 net profit, despite natural catastrophes & weak life premiums, with strong non-life, investment income and cost controls, supporting...
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Japan CorpGovReport Details: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Aug24)
The August 2024 version of the TSE Tool with all the details in Corp Governance Reports and Action to Implement Management Awareness of Stock Price...
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ECM Weekly (29th July 2024) - ASICS, Kokusai, Amer, Hyundai, Timee, Sanil, Akum, Bloks, Ola Electric
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.
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