Kobe Bussan (3038): The Final Cliff
The pure valuation short is working in Japan. Stocks that start to lose their premium, go on to lose all of their premium. Kobe Bussan could be...
355 Views
Lasertec (6920): Some of the Accusations Are Disgraceful, Some Not
Lasertec's shares plummeted 8% after a report accused management of fraud. In our view, the short-seller's report was inundated with inaccuracies...
975 Views
Sumitomo Chemical (4005): To Believe Or Not To Believe, That Is the Question
When Sumitomo Chemical announced a JPY200bn increase in impairment losses, the market was already discounting twice that much. More positive...
430 Views
Toridoll (3397): Restaurant Chain on a Ledge
Stock trades at 3x the market PBR despite consistently average RoE. Even the slightest disappointment could send the stock tumbling, and now, macro...
334 Views
Sumitomo Chemical (4005): Up Is Down
Sumitomo's share price dropped 5% on new guidance that was 40% higher than consensus. That's exactly as crazy as it sounds.
361 Views