Murakami Group Tender for Kosaido Fails... Spectacularly
Yesterday was the long extended close of the Tender Offer for Kosaido Co Ltd (7868 JP) by renowned Japanese activist Yoshiaki Murakami and his...
571 Views
Kosaido: The Bull Case, The Bear Case, and the Base Case
One of the fundamental problems with the combination of the Japanese Corporate Governance Code and Companies Act, and the lack of liability of...
787 Views
OLC Ltd (4661 JP): Multiples Pose More Of A Danger To Tokyo Disney Resort Than Heatwave & Typhoons
Established in 1960, the Oriental Land (4661 JP) began as a developer of reclaimed land. One of the company’s main projects involved reclaiming...
318 Views
HIS (9603) Dull near Term but Will Benefit from Nagasaki Port Expansion, so Don't Write It Off Here
The shares are off 30% since the start of the year and thus may well bounce in a better market, as may well lots of other things too. Given the...
392 Views
HIS (9603) Inbound Travel to Japan Recovering Fast
1H was much worse than expected (Y6.2bn, -27%) but 3Q in isolation was said to be in line. Still the full year operating profit forecast of Y20bn...
151 Views