Japan Value | Sanwa, Nikon, Nihon Kohden, Maruichi Steel
Sanwa Holdings, Essilor, and Nihon Kohden all revise their first-half forecasts, showing increased sales estimates and operating profits.
292 Views
Sanwa Holdings (5929) | Revolving Door of Activist Influence
ValueAct Capital is bullish on Sanwa Holdings. We agree that its strong market position and growth potential, underpins a projected 30% upside...
410 Views
Japan Cross-Shareholding - Summary Matrix - Over US$100bn of Selling in 118 Companies
Toyotal has just announced that it will buy back around 290m (around 2% of the stock) of its own shares from MS&AD, Tokio Marine, MUFG and SMFG. In...
834 Views
Bullish Outlook Intact; Downgrading India; Buys in Materials, Energy, Discretionary, Industrials
Bullish Outlook Intact on MSCI ACWI; Downgrading India to Market; Market Dynamics Healthy; Treat Pullbacks as Buying Opportunities; Buys in global...
410 Views
Smartkarma Originals
A Potential Asian LBO Screening System
With a relatively full slate of large value takeovers in Developed Asia in the past year - often by parents but also by buyout funds - and the...
1.2k Views