Unloved Japan Round Up Jan. 3: Set Up for A Banner Year?
An uptick in TOBs, MBOs, and mergers creating the best environment for deep value turnarounds in a long time. Dozens of discounted stocks started...
1.3k Views
Toyota Group Cross-Holding Structure Primer - Holdings, Unwind Progress, Buyback Policies, Etc
8mos past the first large Toyota Group selldown in Denso (i.e. past lockup). Others have followed since. Toyota Inds and Toyota R.E. have ¥600bn to...
963 Views
Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
460 Views
A Modest Proposal to the Nikkei Index Committee for Nikkei 225 Methodology Change
The recent proposed changes to the Nikkei 225 allow for a period of consultation, including market participant input. I offer a proposal.
499 Views
Nikkei 225 Methodology Change. Again. This Time Better But Still Not Good Enough
The Nikkei proposes changes to the Nikkei 225 methodology. There is a cap, a cap re-mark, and a move to twice-annual reviews. And there is also a...
698 Views