In today’s briefing:
- [Japan CorpGov] TSE “Mgmt Conscious” Reports (Dec25), Really Disappointing CEO Comments/Questions
- ECM Weekly (8 December 2025) – SBI Shinsei, NS Group, Novosense, JD Industrial Meesho, 3SBio, Swiggy
[Japan CorpGov] TSE “Mgmt Conscious” Reports (Dec25), Really Disappointing CEO Comments/Questions
- TSE-Listed companies are asked to file “Management Conscious of Capital Cost/Stock Price” awareness reports/policies. Many have. Some are still working on it. And policies change, and CGR reports are updated.
- This report skipped two months as there were no real developments until the 13 November Council meeting. 262 companies filed CGRs in November, 243 in October, 230 in September.
- The most recent set of documents has some really disappointing comments and questions from companies and their executives. It makes one wonder…
ECM Weekly (8 December 2025) – SBI Shinsei, NS Group, Novosense, JD Industrial Meesho, 3SBio, Swiggy
- Aequitas Research’s weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
- On the IPO front, busy season remains in full swing going into the year end.
- On the placements front, there were a few large deals and looked at some of the upcoming likely deals.
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