Fujitsu General – 36% Above December Levels, What’s the Trade Now?
Our original take on Fujitsu General was that the company was not fulfilling its potential due to a lack of scale but was excessively cheap and...
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Carlyle Targets Japan for ¥1trn in Investment – Looking at Potential Candidates
The Carlyle Group has been getting more enthusiastic about investing in Japan and the Nikkei reported yesterday that the PE firm intended to...
511 Views
🇯🇵 JAPAN • The Hundred Days War - COVID Heroes & Villains
THE 'HUNDRED DAYS WAR' - It is almost one hundred days since the equity markets began to discount the onset of COVID-19. Since the TOPIX closing...
390 Views
February Semiconductors Show Onset of COVID-19 Decline
The SIA released WSTS semiconductor revenues for February. While there was a small decline attributable to COVID-19, it is clear that February's...
372 Views
Last Week in Event SPACE: Unizo, Hitachi High, Toshiba Mach., Oriental Land, Naspers/Prosus, Altran
Last Week in Event SPACE ... The content of Blackstone's strong bid for Unizo Holdings (3258 JP) is materially similar to the content contained...
367 Views