JAPAN: Public Money Flows: Japan Post's Plan to Up Risk
On 1 April 2015, Japan Post Holdings released a "Medium Term Plan" (pdf, Japanese only, 4MB) for its business through FY2017 and Japan Post...
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JAPAN: Three Public Pensions Add Fuel to the Fire
On Friday March 20, Japan's "Other Three" public pensions (Chikyoren, KKR, and Shigaku Kyosai (nota bene: links are to the Japanese sites - each...
725 Views
Aequitas: PayPay IPO Trading - Valuations Digestible, Sentiment Suffering
PayPay (PAYP US), a payments and financial services platform, raised around US$880m in its US IPO after pricing below the range. In this note, we...
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Aequitas: PayPay IPO - Thoughts on Valuations
PayPay (PAYP US) (PP), a payments and financial services platform, is now looking to raise up to US$1.1bn in its upcoming US IPO. In this note, we...
685 Views
MS-Japan Index Earning Revision (Feb): Sony, Sumitomo Metal Mining, Toyota Motor, SoftBank
We analyzed MS-Japan's consensus for Feb 2026 and highlighted changes of EPS in Sony, Sumitomo Metal Mining, Toyota Motor, SoftBank, Nissan Motor,...
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