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
Aequitas: K Bank IPO - Refiling Updates - Updated Peer Comp and Thoughts on 2026 Valuation
K Bank (279570 KS) now plans to raise up to US$380m in its upcoming South Korean IPO, after having cancelled its 2024 listing. In this note, we...
337 Views
Aequitas 2026 Asia IPO Pipeline - Japan & South Korea
In this note, we will take a look at the Asia Pacific IPO pipeline for 2026, having looked at HK and India, we talk about Japan and South Korea...
438 Views
Aequitas: K Bank IPO - Refiling Updates - No Longer Growing Fast, Still with Issues
K Bank (279570 KS) now plans to raise up to US$380m in its upcoming South Korean IPO, after having cancelled its 2024 listing. In this note, we...
286 Views
Japanese Banks: TPNBNK Structural Sector Buy-Case, Preparing for Shinsei (8303) January Passive Flow
The IPO of SBI Shinsei Bank (8303) at 1450 per share signals a positive shift for the bank, clearing its legacy JPY370B government bailout debt,...
798 Views