MUFG – When It Rains, It Pours
* ACOM’s Chronic Kaburai Underestimation: After the market close on April 24th, Mitsubishi UFJ Financial Holdings Group’s (8306.JP) [MUFG]...
284 Views
ACOM - Slowing Vice Spend & Kaburai Claim Trend Reversals
Monthly Business Data Release Was Boring: ACOM released its monthly business data for February 2020, where the last week of the month witnessed...
327 Views
J Front Retailing to Buy Out PARCO (8251)
In a long-awaited move, today J Front Retailing (3086 JP) announced that it would buy out minorities in subsidiary PARCO Co Ltd (8251 JP). PARCO...
815 Views
Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
426 Views
Japan Shorts - Big Covering in Consumer Staples
The short notional in the market for the week ended 18 October is US$27.73bn (down by US$0.51bn) with the largest short positions in Itochu Corp...
419 Views