Toshiba (6502) Strong Vs Peers on No News Means Susceptible to Risk On Underperformance
Weak earnings/forecasts and 3yr highs vs Peers make Toshiba's relative valuation un-compelling. Lack of near-term news means on a risk-on rebound,...
606 Views
TOPIX Rebalance: Flows at the Close
The second tranche of the FFW methodology change for the TOPIX Index will be implemented at the close of trading today. One way flow is ~JPY 745bn...
640 Views
Hitachi Maxell (6810 JP) - Very Big On-Market Buyback
Maxell (6810) hit post-listing record OP as it recorded its third consecutive net loss but is answering that with an OP forecast increase and a...
567 Views
Hitachi Results, Special Gain on Asset Sale, and Semi-Bigly Buyback
Hitachi's results were salutary. There is going to be more noise in segments as they are realigned again. A buyback will add support to shares but...
462 Views
Hitachi Transport System (9086) Shareholders Get the BIG Win in This VLBO
Hitachi Transport (9086) shareholders score big with a Tender Offer takeout at JPY 8.913 for minority shareholders (while Hitachi sells 25+%...
559 Views