🇯🇵 JAPAN • Results & Revisions 19th May - SEI, Kotobuki Spirits, Autobacs Seven
STRAGGLERS - As we wind down this series of Insights, the 'gap' between our proxies for earnings and Total Market Cap is now the largest in fifteen...
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Hitachi Hi-Tech : Largest Japan Squeezeout Ever?
On April 7, Hitachi Ltd (6501 JP) announced the results of its Tender Offer for Hitachi High Technologies Co (8036 JP) which was that Hitachi had...
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An MBO for Toshiba? Not As Silly As It Sounds
After the news that at long last, with "all of Japan rooting for it to return to the First Section of the TSE" because of its status as Japanese...
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JAPAN DELTA V - MOAR Meaningful March-End Div Trade Data
As discussed in JAPAN DELTA III - The Annual TOPIX Dividend Trade, the absolute returns on these days show significant divergence around the...
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JAPAN DELTA IV - Is The GPIF In Buying?
The GPIF is the world's largest pension fund at what was $1.6 trillion-plus at the end of December 2019. The management of the GPIF has made...
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