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
TOPIX Index Upweights: An Early Preview Of "The Big April Basket" 2026; US$1bn+ Index Flows Possible
There are 20 names in our high and medium conviction groups which could collectively see up to US$1.1bn index buying if their 0.75x TOPIX Liquidity...
630 Views
Advantest-Nikkei Synergy: Navigating AI Alpha and Structural Growth Beyond the April Capping Risk
Advantest reported record Q3 sales of 273.8B, leading management to hike full-year FY2025 guidance to 1.07T in revenue and 454B in operating...
535 Views