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...
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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...
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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...
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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...
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Another One Bites the Dust?
Benesse's business model faces multiple challenges from a declining number of customers (Japan is an aging society) to a crowded landscape;...
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