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Oriental Land (4661 JP)
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205
Analysis
Consumer Discretionary
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Japan
ORIENTAL LAND CO., LTD. operates Tokyo Disney Resort. The Company also operates restaurants within the complex and sells Disney merchandise.
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bearish
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Keisei Electric Railway Co
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24 May 2024 00:20
Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing
Since I wrote this piece, Keisei vs OLC is down small. Since I wrote the previous one, it is down more. I think there is room to go, but...
Travis Lundy
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768 Views
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bullish
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Dream International
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13 May 2024 09:08
Dream International (1126 HK) Management Concall: 4x PE,11.4% Div Yield,40% of Mkt Cap in Cash
We summarize our gleanings from a concall with the mgmt of Dream International (1126 HK) recently. It trades at mouth watering 3.9x FY23 PE and a...
Sameer Taneja
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468 Views
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bullish
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Keisei Electric Railway Co
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30 Apr 2024 22:58
Keisei Electric Rail (9009): For Relative Value Trade
Keisei's management received another pressure from activist investor to divest more stakes in Oriental Land. Weak Yen will help to bring tourists...
Henry Soediarko
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472 Views
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bullish
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Keisei Electric Railway Co
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28 Apr 2024 07:00
Last Week in Event SPACE: HK Southbound, Jardine Cycle, Keisei/Oriental Land, BHP/Anglo American
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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408 Views
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bearish
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Mitsui Fudosan
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11 Apr 2024 23:00
JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term Plan
Elliott Management bought Mitsui Fudosan. Argued for asset sales and buybacks. Mitsui Fudosan has responded with plans for asset sales and...
Travis Lundy
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833 Views
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