Smartkarma Originals
Kishida as Prime Minister: The Path Ahead
In this original, we have discussed some of the key aspects highlighted in Kishida’s policy statements along with the current status of these...
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Shin-Etsu – Blowout but Will PVC Prices Sustain?
Surging PVC prices helped Shin-Etsu post blowout numbers but the company refrained from raising guidance which suggests some concern about the...
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Japan Post Holdings Placement - The Final US$8bn Countdown - Shaping up Better than the Last Deal
The Japanese government plans to sell over 26% or US$8bn worth of Japan Post Holdings (6178 JP). In this note, we will talk about the updates and...
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Sumco – We Would Take Profit
We had previously suggested that Sumco’s offering looked reasonably attractive but that call was largely based on the name looking oversold so...
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ECM Weekly (17th October 2021) - SG Lottery, GQG, Judo Bank, Vulcan Steel, Biocytogen, Kakao Pay
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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