Aequitas: GO Inc Pre-IPO - Thoughts on Valuations
GO (581A JP) a leading taxi app in Japan, aims to raise around US$550m via a secondary selldown in its Japan IPO. In this note, we talk about...
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Business Happenings in the Americas that May Be “Below the Radar” - Week Ending January 17, 2019
Highlights of significant recent happenings include: Substantive Deep Dive - Canada's BlackBerry Ltd (BB CN) seeks to be the go-to provider...
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Aequitas: GO Inc Pre-IPO - Listed and Unlisted Peer Comparison
GO (581A JP) a leading taxi app in Japan, aims to raise around US$550m via a secondary selldown in its Japan IPO. In this note, we will undertake a...
179 Views
Takuma (6013): Not a Sleepy Boiler
​Takuma's transformation from cyclical engineering firm to high-margin O&M operator with strong financials and growth potential highlighted by...
122 Views
2Q Earnings Is the Time for Full-Year Guidance Revisions. See Who Changed Their Numbers the Most....
At the beginning of the fiscal year, Japanese companies issue full-year guidance. Most of them will then revise those number when they announce 2Q...
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