Japan Morning Connection: Tariff War Escalation Zaps Yesterdays Growth Rebound
Tech gains falter, Softbank may see a lift on news of data center project with Open AI, Ulta Beauty exceed expectations, setting a positive tone...
231 Views
Recruit Holdings Placement - Relatively Small US$520m Deal but Momentum Is Weak
An undisclosed seller is looking to raise around US$520m via selling 0.5% of its stake in Recruit Holdings (6098 JP) . In this note, we talk about...
628 Views
The Right Time for This Quantitative Strategy Outperforming the Nikkei Year to Date.
This Nikkei 225 Covered Call ETF has outperformed the market by 7.9% over the past six months. March 14 provides a timely entry point for either a...
329 Views
ECM Weekly (10th Mar 2025) - BYD, Japan Post, Mixue, Sanhua, Chifeng, Nanshan, Goertek, Travel Food
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.
643 Views
Japan Post Bank US$4bn Deal Updates - Needs to Correct More. Discount Vs Deal Performance Analysis
Japan Post Holdings (6178 JP) (JPH) aims to sell around US$4bn worth of Japan Post Bank (7182 JP) (JPB), trimming its stake to below 50%. In this...
900 Views