TOPIX Inclusion Trade Summary: Jan 2021
TOPIX Inclusion Monthly Summary for December inclusions and how they did in January (badly), how January inclusions did vs TOPIX (on average well)...
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TOPIX Inclusion (3633 JP): GMO Pepabo
GMO Pepabo will be reassigned to TSE1 in early December and included in TOPIX at the end of January 2021. Float is relatively low, and the...
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GMO Buyback - Approaching The End But...
In mid-February 2020, upon releasing full-year earnings, GMO Internet (9449 JP) announced a buyback programme which looked big but had some...
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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...
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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...
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