Benesse Holding: Low Margin Business with Declining Customer
A new earning forecast makes shortingBenesse Holdings Inc (9783 JP) may not sound that crazy after all:While revenue forecast is more conservative,...
184 Views
Leakage Report - 5/8/17 - Crazy Volume on First Day Back from Golden Week....
48 out of the approx. 350 names to announce earnings in the next 3 days moved on more than 2 standard deviations of volume. All but one, Otsuka...
353 Views
Desperate Measures
The Management revised their earning forecast for FY 2016 with the following details: Sales are expected to fall due to the number of language...
162 Views
Benesse Is Not so Bene (It's Italian for Good!)
Monopoly in the education provider Attack from IoT --> EduTech startups Costly restructuring plan that will negatively impact earnings 2015 to...
244 Views
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