Rakuten: 17% More Points in 2022
Rakuten;s biggest strength in e-commerce and the wider digital ecosystem is its popular loyalty points programme. Rivals are circling but Rakuten...
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Mediatek: We Contacted Management Re: Latest Arm Restrictions, Accumulate
We have established our financial model for the company - We believe the shares should be held or accumulated on a value-basis.
851 Views
SBI Shinsei Bank Pre-IPO - Thoughts on Valuations
SBI Shinsei Bank (8303 JP), a Japanese financial institution, aims to raise around US$2bn in its Japan listing. In this note, we talk about...
535 Views
ECM Weekly (24 November 2025) - CATL, Hengrui, Hongqiao, WT Micro, SBI Shinsei, NS Group, Ultragreen
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Toyoda Gosei Placement - Somewhat Expected but Relatively Large with Delayed Buyback
Toyota Motor (7203 JP) and Sumitomo Mitsui Financial Group (8316 JP) plan to raise around US$700m via selling down some of their stake in Toyoda...
332 Views