Japan Telecoms: Drilling Down on Free Cash Flow and Shareholder Returns
Japanese telcos have plenty of financial flexibility and political/social cover to maintain current policies on returns to shareholders. We expect...
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Aequitas: Kioxia ADS Listing - Part 2 - Past Deals, Shareholder Overhang, Valuations & Memory Cycle
Kioxia Holdings (285A JP), a leading global flash memory producer, aims to undertake an ADS listing. In this note, we talk about its past deals,...
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Aequitas: Kioxia ADS Listing - Part 1 - Early Look - At the US$5-10bn+ Raising
Kioxia Holdings (285A JP), a leading global flash memory producer, aims to undertake an ADS listing. In this note, we talk about the deal...
373 Views
Softbank Corp: Commercial 5G in Japan Arrives Later This Month
Softbank Corp (9434 JP) said today that it would launch commercial 5G services on 27 March with two handsets. Nominally, 5G will cost an...
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Aequitas: GO Inc IPO Trading - Strong Demand but Its Not Cheap
GO (581A JP) a leading taxi app in Japan, raised around US$550m via a secondary selldown in its Japan IPO. In this note, we talk about the deal...
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