Japan Weekly | 3 Growth Stocks to Buy on the Dip
No major movers to highlight over the past week as investors pay more attention to the World Cup. We highlight 3 growth stocks that have...
358 Views
Bank of Kyoto (8369 JP) Holdco Maybe Rich-Ish - Watch for TOPIX Rebal SELL Flow
Bank of Kyoto has upped its payout ratio. That has helped the discount narrow but near-term flows, possible relatively soft H1 accounts, and the...
295 Views
Toshiba (6502 JP) Getting Closer to Crunch Time So Ongoing News "Leaks" Likely
Bidders are approaching 2nd Round deadlines, and news/comments are starting to seep out. Expect more. I expect a decision at/after H1 results. If...
480 Views
JMDC Placement - Lots to like but past Deals Have Been Mixed and It Is Expensive
JMDC Inc (4483 JP) aims to raise around US$235m, US$150m coming via an international offering and the rest via issuing shares to its largest...
389 Views
Toshiba (6502) Update - No Longer Worthwhile to Be Short Toshiba Vs Peers
The IRR to be obtained by buying Toshiba and expecting Probability X% of a Privatisation and (1-X%) of no deal has gone up sharply since end-June....
399 Views