My EG (MyEG): A Move to Become Regional Player
Since the beginning of 2018, the company has expanded its business from a Malaysian e-government service provider to a regional e-government...
579 Views
GMO Internet (9449) Buyback - Bigger Than It Looks, Smaller Than It Looks
David Blennerhassett has written about GMO Internet (9449 JP) over the years as an interesting holdco and most recently wrote about the situation...
437 Views
🇯🇵 JAPAN • Results & Revisions Daily Roundup - 12th February ▲9449 6273 7309 ▼ 3769 6367 4324
12TH FEBRUARY ROUNDUP - 272 results and 122 revisions announcements were made yesterday. Our Results Score declined by another 18 basis points to...
323 Views
Smartkarma Originals
GMO Internet: Listed Holdings Preferred
Applying a deconsolidated book value for the unlisted operations, I see GMO Internet (9449 JP) at a ~30% discount to NAV, a reasonable level for an...
641 Views
Japan - Shorts Increase on Pigeon, Fast Retailing; Decrease on Bandai Namco, Orix JREIT
The short notional in the market for the week ended 6 December is US$25.84bn (up by US$570m) with the largest short positions in Itochu Corp (8001...
436 Views