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,...
366 Views
Aequitas: PayPay Pre-IPO - Peer Comparison
PayPay (PAYP US) (PP), a Japanese payments and financial services platform, is looking to raise up to US$2bn in its upcoming US IPO. In this note,...
729 Views
Aequitas: PayPay Pre-IPO - The Negatives - User Growth, Loss Allowances
PayPay (PAYP US), a Japanese payments and financial services platform, is looking to raise up to US$2bn in its upcoming US IPO. In this note, we...
370 Views
Aequitas: PayPay Pre-IPO - The Positives - Dominant in the Payment Space
PayPay (PAYP US) (PP), a Japanese payments and financial services platform, is looking to raise up to US$2bn in its upcoming US IPO. In this note,...
476 Views
MS-Japan Index Earning Revision (Jan): Tokio Marine, Aeon, Itochu, Nippon Steel, Advantest, Rakuten
We analyzed MS-Japan's consensus for Jan 2026 and highlighted changes of EPS in Tokio Marine, Aeon, Itochu, Nippon Steel, Advantest, Rakuten,...
297 Views