🇯🇵 JAPAN • Results & Revisions 19th May - SEI, Kotobuki Spirits, Autobacs Seven
STRAGGLERS - As we wind down this series of Insights, the 'gap' between our proxies for earnings and Total Market Cap is now the largest in fifteen...
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Western Digital Shines Despite Pandemic
Western Digital announced its earnings on April 30. In brief the company's superb strategy has moved it ahead of its competition and other similar...
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SK Hynix Earnings Call: Respectable Q1, but Unsettling Outlook
In today's earnings call SK hynix posted respectable first-quarter results with numerous warnings that the uncertainties of the coronavirus could...
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An MBO for Toshiba? Not As Silly As It Sounds
After the news that at long last, with "all of Japan rooting for it to return to the First Section of the TSE" because of its status as Japanese...
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Toshiba Return to TOPIX? Timing and Size
Late last year, the TSE was in the final stages of preparing a new "market structure" which ensured that the top blue chip companies in Japan were...
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