Start Today: We Expect 50% YoY OP Growth This FY; Significant Deceleration Likely Over a Year Away
We fine tune our earnings estimates in anticipation of 1Q earnings and find that even with conservative assumptions FY earnings are likely to beat...
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Companies that Are Chronic Cash Hoarders....
It is not just a Japan issue, a lot of US companies also hoard cash. Apple Inc (AAPL US) for instance has $67bn sitting on the balance sheet. I do...
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Start Today: Maezawa-San's EDINET Filing Marginally Positive?
On May 30, in a filing on EDINET (Japan's version of EDGAR), Start Today Co Ltd (3092 JP) CEO Maezawa-san made an amendment to his most recent...
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Last Week, in Event SPACE (28 May 2017)
In this note... Korean Holdcos continued their exemplary outperformance YTD... IOF’s management platform grab may have finally run out of, well,...
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Golden Ideas for Golden Week
With a five-day weekend upon us in Japan, we take the opportunity to briefly review some of our ideas to date and offer a selection of our highest...
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