Nitori (9843.T) - Headwinds to Tailwinds -Cleaning House
Company will benefit from strong JPY as importing majority of products, redesigning portfolio for profitability at weaker yen levels.
224 Views
MUFG Cross-Shareholding - At Least US$20bn of Cross-Shareholding to Sell, Taking It Slow
Following up on our earlier cross-shareholding notes, in this note we look at MUFG (8306 JP)’s cross-shareholding. MUFG had a stake of over US$100m...
631 Views
Jafco- Recent Results Highlight the Upside Case Going Forward
Recent IPO exits show strong returns , highlighting value in their portfolio. Capital management improved with interim dividends and stock...
229 Views
Japan Metropolitan Fund Placement - Relatively Small Deal to Digest
Japan Metropolitan Fund Investment Corporation (8953 JP) aims to raise around US$140m to partly fund the acquisition of four assets.
234 Views
Back to Jafco- Continues to Be in the Right Place and at the Right Time
Jafco's outperformance during the recent market turmoil bodes well for the future. Business performance and macro trends on track to boost...
301 Views