Screening the Silk Road: Q3 2020 High Risk Names to Avoid
Time to remove the upper market cap limit as risk increases. Our screen from this quarter onwards is for all stocks[1] above a market...
324 Views
Japanese Activism: Playing Behind Closed Doors
The Corona virus was an effective muzzle on activist demands this year. It also gave companies a convenient excuse to curtail investor...
304 Views
JR Kyushu (9142) - A Sign of the Times
JR Kyushu announced that it had received Shareholder Proposals from Fir Tree Capital Management (Fir Tree). It is a sign of the times that the...
384 Views
Japan - Jump in Shorts Led By Fast Retailing (9983 JP)
The short notional in the market for the data released 18 February is US$24.74bn (up by US$460mm excluding FX movements) with the largest short...
355 Views
Kyushu Railway - An Olive Branch to Fir Tree
This evening, Kyushu Railway Company (9142 JP) announced a buyback for up to 3.2mm shares (2% of shares outstanding) and up to ¥10 billion to be...
423 Views