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Rakuten (4755 JP) - A Big Deal With Very Interesting Characteristics - Index Matters

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Travis Lundy

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Quiddity Advisors

Event-Driven

<ul>
<li>The <a href="https://www.smartkarma.com/entities/rakuten-group-inc" target="_blank" data-smartkarma-citation="entities:31:1" rel="noopener">Rakuten (4755 JP)</a> offering is producing interesting analysis. My read on the telecom side is that things are better (or less bad) than they were.</li>
<li>Longer-Term, I see the idea. Shorter-term, there will still be questions until there are not. However, there could be a lot of non-fundamental "I want this" demand in the offering.</li>
<li>Questions to ask yourself are: 1) how much will get placed with investors who want it 20+% lower than 15 May highs? 2) how many shorts will cover?</li>
</ul>


The Rakuten (4755 JP) offering is producing interesting analysis. My read on the telecom side is that things are better (or less bad) than they were.
Longer-Term, I see the idea. Shorter-term, there will still be questions until there are not. However, there could be a lot of non-fundamental "I want this" demand in the offering.
Questions to ask yourself are: 1) how much will get placed with investors who want it 20+% lower than 15 May highs? 2) how many shorts will cover?


Rakuten (4755 JP) - A Tricky Offering But Lots of Non-Fundamental Long Demand

Rakuten Group

Rakuten (4755 JP) - A Tricky Offering But Lots of Non-Fundamental Long Demand