Trial Holdings IPO - Sector Lagging Margins Warrant a Discount
Trial Holdings (5882 JP) is looking to raise up to US$393m in its Japan IPO. In this note, we talk about implied valuations.
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ECM Weekly (26th Mar 2023) - Meituan, Rakuten Bank, SBI, Harita, Trial, DPC, Onewo, Leap, Growatt
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
504 Views
Good Morning Japan |Yellen/Powell Rattles Markets; NUGGET: NIKON - Riding the DigiCam Renaissance
Fed Chair Powell delivers expected +25bps;Â Hawkish pledge on inflation + Yellen's testimony rattles markets; Safety trade reasserts; Seems like...
443 Views
Good Morning Japan |SPX Reclaims 4000! NUGGET: Asahi Kasei-M&A Gone Bad, Writedown, Struggles Remain
Japan is poised to rally after the Spring transition, as its stocks have taken a hit during the recent risk-off period. This has created many...
309 Views
The BIG March 2023 "Wednesday Thursday Trade"
This year, there is a US$12bn buy to do on 29 March at the close. Historically, performance is pretty good both on a 2-day period, then slumps....
948 Views