Infocom (4348 JP) - The Meaning of 'Binding Bids' and '¥250bn'
Infocom has run 50% in a month since we learned Sony might bid against PE firms to take the co private. If one looks at this as SOTP, it's...
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🇯🇵 JAPAN • IT’S A WRAP - Summer 2020 Results & Revisions Review
BRUTAL - The summer earnings 'season' reflected the broadening impact of COVID-19 on the Japanese and world economies, however, in terms of profit...
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Japan: Fortnightly Update - Nidec Leads the Way
“I’ve been a manager for almost half a century, but this is the first time I’ve seen such a large single-month drop in orders for us. What we...
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Names with Bonds Coming Due and Not a Lot of Cash...
We initially screened for names that do not have a lot of cash relative to their short-term debt. We then went a step further and limited the...
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Aggregate Japan OP Currently Down 7%, However New FY3/18 OP Expected to Increase 4%....
With approx 280 names (mkt-cap above ¥50bn) announcing earnings before Golden Week, the overall picture is starting to form up. Currently FY3/17...
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