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Equity Capital Markets

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<a href="https://www.smartkarma.com/entities/japan-post-bank-co-ltd" target="_blank" data-smartkarma-citation="entities:838:1" rel="noopener">Japan Post Bank (7182 JP)</a> has announced the mooted offering by <a href="https://www.smartkarma.com/entities/japan-post-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:359:1" rel="noopener">Japan Post Holdings (6178 JP)</a> whereby they will sell 29% of the bank to go from 89% to 60%.</li>
<li>There are two buybacks - one pre offering and one after - which is an attempt to mitigate impact. This creates interesting but complicated strategy possibilities. Lots of details here.</li>
<li>Big picture, this is a Very Big Offering at ¥1.236trln at today's close including greenshoe. 80/20 dom/international. A TOUGH sell. 1.089bn shares is 4x current float. </li>
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Japan Post Bank (7182 JP) has announced the mooted offering by Japan Post Holdings (6178 JP) whereby they will sell 29% of the bank to go from 89% to 60%.
There are two buybacks - one pre offering and one after - which is an attempt to mitigate impact. This creates interesting but complicated strategy possibilities. Lots of details here.
Big picture, this is a Very Big Offering at ¥1.236trln at today's close including greenshoe. 80/20 dom/international. A TOUGH sell. 1.089bn shares is 4x current float. 


Japan Post Bank (7182 JP) Announces Its Re-IPO - Big Offering, Complicated but Big Index Flows