A Quick Look at the Buffet Trade and the Most Obvious Follow-Ons
Last week it was revealed that Warren Buffet had taken stakes of about 5% in Japan’s five major trading companies. This comes at a time when the...
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Better-Than-Expected Business Expansion from Property Developments, Lifting JRW's FVE to JPY 8,200
We are increasing the fair value estimate of West Japan Railway, or JRW, to JPY 8,200 per share from JPY 7,200 per share previously, representing...
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The Reflationary Role of IPO's
JR Kyushu: riding the IPO waveOn Tuesday 25 October, Fukuoka-based JR Kyushu is slated to start trading following last week’s IPO, set to raise...
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JR Kyushu IPO -Â Don't Underestimate the Appeal of Yield to Retail
Bloomberg has an article out about the government settling on a 2400-2600 yen/share price range for the bookbuilding of the Kyushu Railway Company...
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