Fujitsu General – Earnings Momentum to Pick Up
We spoke to Fujitsu General this afternoon to assess the company’s strategic positioning and long-term growth potential in light of the news...
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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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Fujitsu General – If Parent Fujitsu Is Selling Its Stake a Strategic Buyer Could Raise Margins
Shortly after the morning close Bloomberg reported that Sentaku Magazine has published an article suggesting that Fujitsu would be looking to sell...
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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...
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