Alibaba Potential IPOs - Part 1 - Six Mini-Alibabas - Some Are More Ready than Others to List
Alibaba recently announced that it would adopt a new organizational structure, splitting into six major business groups and other investments. In...
530 Views
Seven & I: The Biggest Barrier to Change Has Gone
Activist investors complain about the lack of change at Seven & I but fealty to the founder was always stronger. That has now gone and a lot of...
314 Views
Rakuten Bank IPO - Lower Range Makes It Even More Attractive
Rakuten Bank (5838 JP), the online banking arm of Rakuten (4755 JP), aims to raise up to around US$630m in its Japan listing in April 2023.
728 Views
Nikkei 225 Methodology Change. Again. This Time Better But Still Not Good Enough
The Nikkei proposes changes to the Nikkei 225 methodology. There is a cap, a cap re-mark, and a move to twice-annual reviews. And there is also a...
596 Views
TSI Holdings (3608) - That Old Gem - Lots of Visible Cash, and Lots More Invisible Cash
TSI Holdings is a long-time value name. It has a bigger portfolio, still has low ROE high CF, and LOTS of financial assets. At 0.03x EV/rev +...
972 Views