JR West – Lacking Advantages Compared to JR Kyushu
Even after completing its rather significant capital raise and equity dilution JR West is still not out of the woods and we have some concern about...
500 Views
JR West (9021 JP) Offering - Supply Vs Yutai+Passive Demand
JR West surprised the market with an equity offering last Wednesday. It is JPY 260bn or so at current price and represents more than 20% EPS...
624 Views
ECM Weekly (5th September 2021) - JR West, Kakaobank, Helen's, ANE, Weilong Snacks, NewMed
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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West Japan Railway Placement - A Large, Unexpected Dilution
West Japan Railway Co (9021 JP) (JR West) is looking to raise up to US$2.7bn (including over-allocation) in its upcoming Japan follow-on offering.
555 Views
Convenience Stores: Diversification and a Fight for Share as Familymart Delists
If you are looking for a full in-depth review and analysis of Japan's convenience stores sector and how things will shape up now that Familymart is...
566 Views