ECM Weekly (9th Oct 2022) - CALB, Socionext, Betagro, Country Style, I-Tail, Lionheart, Kakao Pay
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Rakuten - Sale of Stake in Securities Business Eases Funding Pressure
Surfacing fintech value is positive and a direct sale eliminates exposure to fickle public markets but proceeds are likely for the mobile losses...
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Japan Telecoms/Internet - A Quick Look at Public Equity Portfolios
Public equity portfolios in our coverage represent 3% of total market cap, driven by capital alliances tied to business collaboration. We thought...
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Japan Telecoms - There Are Hurdles to the Introduction of Mobile Spectrum Auctions
The regulator has taken up the issue of mobile spectrum auctions again but we think a focus on ICT export and concerns on competition stand in the way
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Rakuten: Two Consecutive Quarters of Narrowing Mobile Losses Could Change Price Momentum
With the loss of subscribers in the previous quarter seeming temporary, we are expecting revenue growth through ARPU expansion to more than offset...
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