Japan Real Estate Investment (8952 JP) : Offering Could Be a Catalyst for Outperformance Vs Peers
Large-cap Office JREIT JRE has launched a US$150mn follow-on equity offering after nearly five years. This could act as a catalyst for...
442 Views
Japan Post Bank Placement - Misbehaving - Still Has Time to Correct - A Look at past Deals
Japan Post Holdings (6178 JP) plans to sell US$9bn of Japan Post Bank (7182 JP). The stock price hasn't been behaving particularly well in terms of...
675 Views
Japan Post Bank Placement - Deal Structure, past Deals, Index, Buyback
Japan Post Holdings (6178 JP) plans to sell around US$9bn worth of Japan Post Bank (7182 JP), trimming its stake by a third. In this note, we talk...
773 Views
Japan Excellent REIT (8987) - Possible Sustained Flow Event
Japan Excellent is a mid-range (but small) office J-REIT. Slightly under-levered. Slightly high dividend. The sponsor wants greater investor...
548 Views
Mitsubishi Estate Logistics Placement - Annual Routine
Mitsubishi Estate Logistics (3481 JP) is looking to raise US$203m to acquire two new properties. In this note, we discuss the assets to be...
471 Views