JAPAN: Public Money Flows: Japan Post's Plan to Up Risk
On 1 April 2015, Japan Post Holdings released a "Medium Term Plan" (pdf, Japanese only, 4MB) for its business through FY2017 and Japan Post...
475 Views
JAPAN: Three Public Pensions Add Fuel to the Fire
On Friday March 20, Japan's "Other Three" public pensions (Chikyoren, KKR, and Shigaku Kyosai (nota bene: links are to the Japanese sites - each...
725 Views
MS-Japan Index Earning Revision (Jan): Tokio Marine, Aeon, Itochu, Nippon Steel, Advantest, Rakuten
We analyzed MS-Japan's consensus for Jan 2026 and highlighted changes of EPS in Tokio Marine, Aeon, Itochu, Nippon Steel, Advantest, Rakuten,...
297 Views
Aequitas: Kokusai Electric Placement - Last Deal Did Ok, but the Stock Has Done Very Well Since
Applied Materials (AMAT US) (AM) is looking to raise approximately US$510m through an accelerated secondary offering for around 5% of Kokusai...
797 Views
Kokusai Electric Placement - Unexpected Seller but Relatively Small Deal
Applied materials appears to be in the market again to selldown some more of its stake in Kokusai Electric. It last sold in Oct 2025.
1.2k Views