Asatsu DK: Chance of an Offer Hike Towards JPY4,000-4,100 Nearing 2006-2007 Highs
When Bain's offer for Asatsu Dk Inc (9747 JP) (Oct 3 - Nov 15 offer period with Nov 22 settlement) was announced, our initial impression was that...
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2017 Annual Nikkei 225 Rebalance Analyzed
After the close today, the Nikkei announced the changes to its Nikkei 225 Average and Nikkei 300 Index based on its annual rebalance...
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Names that Do Well in the Summer and Ones that Do Not.....
Summer has historically not been a good time for stocks. TOPIX median performance from July 1 to the end of August is negative 5% and it only has a...
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I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
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Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
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