Shinko Electric (6967) - Waiting for a Package
Shinko Electric (6967) is up for grabs. As at last look, there were many potential grabbers. I still like this trade, and now Shinko is cheap to...
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Fujitsu (6702) Subsidiary Selldowns To Come
A Bloomberg article on Fujitsu selling non-core subs was out today. Nothing new, but there is some nuance. I present a small review, and conclude...
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Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
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Fujitsu - Quick Thoughts on Scenarios for Listed Subsidiaries
Given the reports of Fujitsu looking to clean up listed subsidiary stakes, we quickly examine Fujitsu’s longer-term strategy and where its listed...
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Japan: Fewer Zombies than the Russell 2000
A recent Bloomberg article (https://www.bloomberg.com/news/articles/2018-07-24/the-other-earnings-season-small-cap-zombies-go-nowhere-but-up)...
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