Asahi (3333 Jp): I Want to Ride My Bicycle
Life behind bars We believe that Asahi has an interesting secular growth story unrealized by most institutional investors. At a Y37bn market cap,...
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Toshiba: King Street Assumptions Look Exceedingly Optimistic
Last evening hedge fund King Street addressed Toshiba Corp (6502 JP) in a letter urging quicker implementation of the company's buyback together...
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Fukuoka Financial Group (8354 JP): Southern Comfort
It has taken some 30 months of waiting, two postponements, the threat of a ‘cease and desist order’ (which would have been the first such order...
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Japanese Equities - Separating the Crypto Theme from Bitcoin Froth and the Blockchain Opportunity
The decision by Seoul to put a bill before its parliament banning Bitcoin trading while at the same time investigating exchanges for tax evasion...
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Holiday Volume Good Indication for Next Year Performance.....
With the new year now in full swing, we looked back to see how names that move on volume over the Japanese holidays perform in the following year....
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