Hitachi Metals – Limited Upside Despite Bain Capital News But Let’s Find the Offshoot Ideas
A rumoured ¥800bn valuation for Hitachi Metals would offer just 3.2% upside from current prices as we previously warned, but there may be other...
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🇯🇵 JAPAN • The Hundred Days War - COVID Heroes & Villains
THE 'HUNDRED DAYS WAR' - It is almost one hundred days since the equity markets began to discount the onset of COVID-19. Since the TOPIX closing...
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Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
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Fujitsu - Quick Thoughts on Scenarios for Listed Subsidiaries
Given the reports of Fujitsu looking to clean up listed subsidiary stakes, we quickly examine Fujitsu’s longer-term strategy and where its listed...
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Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidance when they annouce 1H...
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