Kitazato IPO - Isn’t Particularly Enticing Apart from the Dividend Yield
Kitazato (368A JP) manufactures and sells medical devices and products for fertility treatment. It aims to raise around US$130m in its Japan IPO.
569 Views
BIG Nippon Electric Glass (5214) Buyback, Possibly Offset by Cross-Holder Selling
Nippon Electric Glass is rebuilding this year, hopes to be better over the next 5yrs. They now target 8% ROE, 2% DOE, and expect to spend ¥50bn on...
611 Views
PHC Holdings IPO Lock-Up - Stock Might Be Cheap but It’s Stuck with a US$1bn Overhang
PHC Holding had raised US$645m in its Japan IPO in Oct 2021, after the deal was downsized and priced at the low-end. The lock-up on pre-IPO...
811 Views
Japan's Governance: Policy Shareholding: Nipro Corporation (8086)
I attended the analyst meeting of Nipro (8086) held on November 18. In the QA session, there was a question about NEG's (5214) policy holding...
385 Views
PHC Holdings IPO - Should Have Cut the Price, Not Just the Size
PHC Holdings and its shareholders aim to raise around US$700m, down from US$1.8bn, via selling a mix of primary and secondary shares in its Japan IPO.
506 Views