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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Google - Stadia Stutters Out of the Gate
The initial reviews are in on Google’s new game streaming service Stadia, and they are not especially positive. Reviewers have pointed to issues...
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SONY's Good Governance Sale: The OLYMPUS (7733) ToSTNeT-3 Buyback
Yesterday after the close, Olympus Corp (7733 JP) announced that Sony Corp (6758 JP) had approached Olympus saying it wished to sell its 68,975,800...
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Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
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Japan's Second Round of Export Restrictions Against Korea: 4 Candidate Products
The whitelist lifting means that Japan is now able to export restrict about 1,200 materials/products to Korea. It is expected that Japan will...
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