Fujitsu (6702) Buyback Just Getting Started
Fujitsu announced their buyback many months ago (late April 2022) but bought nothing til last month when they were 15%. Expect 11-15% of volume...
509 Views
Buy Japan On This Breakout ; TOPIX Breaking Out To 21-Year Highs; Actionable Theme: Growth Sectors
Japan (TOPIX, TOPIX Small) was a big focus for us last week, and it remains the focus in today's report; this could be the start of a broad-based...
185 Views
Simplex Holdings IPO - Valuation Looks Ok, past Performance Will Weigh on Sentiment
Simplex Holdings’ shareholders aim to raise up to US$304m via selling some of their stake in the company. Simplex has consistently been ranked...
246 Views
Simplex Holdings Pre-IPO - Peer Comp, Valuation - Lagging in Size but Leading in Growth and Margins
Simplex Holding’s shareholders aim to raise around US$300m via selling some of their stake in the company. Simplex has consistently been ranked...
214 Views
Shift Inc: Key Beneficiary of Shift in Software Testing Towards Outsourcing in Japan
There is no evidence that Shift’s revenue growth is decelerating and as per consensus estimates, Shift’s revenues will hit JPY100bn by the end of...
228 Views