Japan Morning Connection: Japan Set to Rebound Led by Tech and Defence
Potential for increased EU defense spending post Trump/Zelensky spat, ON Semi eyeing Allegro for acquisition, expect sharp rebound for JP SPE.
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Japan Post Bank US$4bn Placement - Smaller Deal, Similar Structure, Might Yield Similar Results
Japan Post Holdings (6178 JP) aims to sell around US$4bn worth of Japan Post Bank (7182 JP), trimming its stake to below 50%. In this note, we talk...
594 Views
Japan Morning Connection: NVDA Results Enough to Quell Concerns over AI Slowdown
Tech rebound into NVDA print slightly ahead of estimates may spark dip buying for Japan SPE. Hoya has bottomed in the last 2 days but looks primed...
361 Views
JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
508 Views
JX Advance Metals Pre-IPO - Peer Comparison or Lack Thereof
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn via selling some of its stake. In this note,...
444 Views