Aequitas: Innolight Trading - Good Quality, Ok Demand, Bad Market. HK Investor Feedback Remains +ve
Zhongji InnoLight (3308 HK) (ZI), one of the world’s largest optical transceiver manufacturers, raised around US$7bn in its H-share listing. In...
129 Views
Japan Telecoms - New (Discount) Mobile Pricing Plan Users Exceed 40mn
The regulator says there are users of new discount mobile pricing plans have exceeded 40mn. That tracks with financial guidance and is a positive...
383 Views
Japan Telecoms - FY22 Guidance Largely Insulated from Pressure to Raise Wages
With inflation rising above 2% for only the third time in 22 years, talk of the need for higher wages is likely to increase but telecom operators...
390 Views
Aequitas: Shein - The Positive - Global Reach
SHEIN Global Holdings (SHEIN HK), a global online fashion and lifestyle company, aims to raise up to US$3bn in its Hong Kong listing. In this note,...
172 Views
Japan Internet - Fresh Lows for Many with Rakuten the Lowest Since 2010
Tech sector weakness amplifies concerns on competition for Rakuten and Z Holdings. Both are down 50%+ from recent highs with Rakuten at levels last...
408 Views