Japan Post Holdings Placement - The Final US$8bn Countdown - Shaping up Better than the Last Deal
The Japanese government plans to sell over 26% or US$8bn worth of Japan Post Holdings (6178 JP). In this note, we will talk about the updates and...
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Oyo and Softbank Group - This Would Be Generously Valued at $4-7bn but that Keeps CEO Under Water
An Oyo listing is a likely win for Softbank, which owns 47% for a mere $1.1bn but pricing talk of $10-12bn is optimistic compared to the $4-7bn...
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Asia HY Trade Book - October 2021 - Lucror Analytics
The Asia HY Trade Book for the month of October includes a summary of our recommendations, as well as our high-conviction ideas. The report also...
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PHC Holdings IPO Trading - Needs to Start Acting like One Company to Move Higher
PHC Holdings and its shareholders raised around US$645m, via selling a mix of primary and secondary shares in its Japan IPO. In this note, we will...
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Last Week in Event SPACE: Japan Post, Chinese Estates, NIPPO Corp, Hopson/Evergrande, PICC
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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