Watch the $1bn Sell-On-Close on NTT (9432) Wednesday
NTT cancelled shares in November. That leads to a TOPIX event selldown at end-December. For NTT it is US$1bn. But NTT remains undeservedly cheap to...
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2022 High Conviction – Plenty of Growth Avenues for Mercari, the Apple of CtoC Services
Mercari is much, much more than its CtoC platform and will emerge as a pivotal part of Japan's consumer goods/services/finance distribution system...
814 Views
Shrinking, Ageing Japan but a Growing Solo Market
Japan's population is contracting but there are areas of growth, particularly the solo market (single people living alone) and the senior market....
214 Views
Marui to Invest ¥80 Billion over 5 Years in FinTech & Buildings
Marui is often dismissed as a legacy retailer, partly because of its association with department stores. This is wrong: Marui has potential in...
234 Views
Asia Shorts: CGS, CTF, ASM Pac, PCCW, KyushuRail, Marui, HMM, Doosan, LG Chem, HMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
254 Views