I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
1.8k Views
Japan Small Cap Tour: Start Today a Promising Contender Among Expensive Growth Stocks
We believe Start Today Co Ltd (3092 JP) may almost double consensus FY2020 OP estimates and grow OP at a 47% CAGR. Our thesis is based on a clear...
246 Views
Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
702 Views
Start Today (3092 JP) - Selling Shares to Buy Art
The CEO of Start Today (3092 JP), Yusaku Maezawa, plans to raise US$276m by selling around 13% of his shareholding (around 5.4% of the company)...
415 Views
Japanese Policy Measures Likely to Be Ramped up Ahead of July Elections
* The BoJ's move to negative rates failed to calm markets and may have exacerbated the sell-off* There are however strong reasons for expecting...
235 Views