TOC's BIGLY Buyback Makes It a Takeout Target
In early December, I wrote about Toc Co Ltd (8841 JP)'s Bigly Buyback. On December 5th the company announced a ToSTNeT-3 buyback of up to 20...
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An Uphill Battle Awaits for Building Large Asset Risk Ahead of Real Demand, MF’s Shares Overvalued
Mitsui Fudosan Co Ltd (8801 JP), or MF, missed our adjusted earnings estimate by 15% mainly due to lower-than-expected institutional sales of...
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Which Companies Tend to Revise Company Guidance in January / February....
We are entering the period when Japanese company love to tweak their full-year guidance in front of the fiscal year-end in March. We looked back...
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Names with Too Much "Other" On the Balance Sheet....
As I have mentioned before, a long time ago I worked at Panasonic in their IR department. One day when I was bored, I went to the Accounting...
591 Views
Stock Picking Does Not Matter in Financials but Does in Retail Trade......
I have always wondered why there were Bank Analysts in Japan. The correlations between the different names are so high that it just does not really...
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