A Performance Review on Our Recommended Positions for the Last Six Months
In this report, we look at the performances of view on the stocks we covered for the first half of 2018. We covered the Japanese Airlines – Japan...
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Hengan: Cheaper than Peers with Amoeba Sales Team Contribution yet to Kick-In
Why would a personal healthcare company with the highest profit margin in a country with a rising urbanization rate trade at a lowervaluation?...
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Japanese Full-Service Carriers Benefit from Growing International Passengers
ANA Holdings recorded JPY1,972bn in FY03/18 revenue (+11.7% YoY) to beat both company guidance of JPY1,925bn and the consensus of 1,962bn for the...
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JAL Likely to Acquire Jetstar Japan to Strengthen LCC Involvement
JAL, which has a one-third ownership stake in Jetstar Japan, could potentially expand its stake in Jetstar Japan, the largest domestic LCC in Japan...
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Diverging Strategic Paths Should Create Pair Trading Opportunities Between JAL and ANA
ANA is pursuing an aggressive expansion strategy aimed at capitalising on every growth opportunity that will be present in the market. This...
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