Nippon Paint (4612 JP): Results Beat On Resilient China 2C Business
Nippon Paint Holdings reported strong 3Q23 results, mainly driven by its resilient China decorative paint business. The company also raised its...
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Nippon Paint (Part I): A Deep Dive into NP’s Japan Business
In this part of our series on Nippon Paint, we deep dive into the Japan business. Automotive and decorative paints are two of the key businesses in...
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July TOPIX FFW Rebal - Bigger Than Expected
The TOPIX July FFW Review is more interesting than it would appear at first glance. There are some trades to do too. Watch Rakuten, Nippon Paint,...
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Socionext (6526 JP): The Current Playbook
So far, Socionext’s shares have mostly followed the pattern of previous large placements. Investors participating in previous large Japanese...
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Socionext Placement - Valuation More Reasonable but past Secondary Offerings Have a Mixed Record
Three shareholders of Socionext (6526 JP) aim to raise around US$1.4bn via selling all of their shares in Socionext. In this note, we look at the...
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