Low PE and High Dividend Yield Names in Japan....
With Earnings Season basically over, we screened for names with low PE using recently released company guidance. We further limited the screen...
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Iwatani: The Unsexy Ageing Demographic Play with a Pinch of Hydrogen Economy and a Dash of 10x PE
Iwatani Corp (8088 JP) is an Osaka-based small cap of JPY206bn market cap with a daily trading value of around JPY500m that we consider to have...
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MitMotors: The Arb Is Getting Interesting
Two weeks ago, Mitsubishi Corp (8058 JP) announced, in conjunction with Mitsubishi Heavy Industries (7011 JP) and Mitsubishi UFJ Financial Group...
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GS Yuasa (6674 JP) - Bosch Pulls Out of Solid State Battery Development
After a lot of hand-wringing and soul searching, Bosch has decided not to build its own battery cells. Previously, Bosch had considered entering...
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Mitsubishi Corporation’s Decision to Increase Stake in Mitsubishi Motors a Green Flag?
The Offer Implies MC’s Confidence in MMCIn our previous note, Mitsubishi Motors Makes a Fast Recovery from a Troublesome Year, we expected a big...
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