SBI Shinsei Bank IPO Trading - Strong Demand, Peers Mini-Rally Will Help
SBI Shinsei Bank (8303 JP), a Japanese financial institution, raised around US$2.1bn in its Japan listing. In this note, we talk about the trading...
419 Views
SBI Shinsei Bank Pre-IPO - The Negatives - PAT Growth Aided by One-Offs, Margins Under Pressure
SBI Shinsei Bank (8303 JP), a Japanese financial institution, aims to raise around US$2bn in its Japan listing. In this note, we talk about the not...
514 Views
SBI Shinsei Bank Pre-IPO - The Positives - Has Been Growing Well Since SBI Group Took Control
SBI Shinsei Bank (8303 JP), a Japanese financial institution, aims to raise around US$2bn in its Japan listing. In this note, we talk about the...
765 Views
Japan Post Insurance: Embedded Value Unlikely to Benefit from a Rate Increase
Japan Post Insurance's share price has come down by c. 10% since its peak when the note was published in mid. Nov. underperforming both the broader...
972 Views
Integral Corporation IPO Trading - Low Demand but Somewhat Cornered
Integral Corporation (5842 JP) raised around US$123m in its Japan IPO. In this note, we talk about the trading dynamics
612 Views