Recruit (6098 JP) | A Soft-Landing?
The current valuation of 23x PE is way below the median level of 30x. Earnings growth may be unexciting this year, but we think the market has...
Dai Nippon Printing (7912) - Activism Results Going Forward Are Complicated
Elliott built a stake in perennial deep-value name Dai Nippon Printing. DNP responded by saying it will take more aggressive capital action. The...
Good Morning Japan |Hawks Re-Emerge + Epic "BARD" Fail Sinks Google; Pan Pac Beat/Subaru Miss
Fed Hawks rhetoric ratches up; ALHABET-7.7% AI fails to impress; . Japan looking to ease restrictions for China Inbound; JAPAN EARNINGS: Pan Pac...
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