FineToday Pre-IPO - The Negatives - Growth and Margins Have Wavered
CVC Capital is aiming to raise over US$500m, via selling some of its stake in FineToday Holdings Co Ltd (289A JP) in Japan. In this note, we talk...
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FineToday Pre-IPO - The Positives - Established Brands Across Multiple Regions
CVC Capital is aiming to raise over US$500m, via selling some of its stake in FineToday Holdings Co Ltd (289A JP) in Japan. In this note, we talk...
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Japan Morning Connection: Market Reflects Concerns over Tomorrow's CPI Print
Profit taking ahead of CPI report, TEL shows WFE growth despite its pivot away from China, Softbank's SVF shows strong unreaslised gains on its...
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Japan Morning Connection: Expect Japan to Reflect the US Pivot from Growth to Value
US markets continue to shift focus from tech winners to Trump names, Monolithic Power sold on NVDA market share concerns, can Recruit break higher...
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Japan Morning Connection: Will Shiseido Hit New Multi-Year Lows?
US semi-capex rebound positive for peers in Japan, but bad tone is set for SiC and MLCC related sectors. Shiseido may see new multi-year lows.
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