Updated Tool for TSE "Mgmt Conscious of Capital Cost/Stock Price" And New Presentation/CaseStudies
The TSE update for this will come out in a day or two. There will be some commentary on the update. It is not meaningful yet, mostly because...
773 Views
Remain Overweight Japan, Europe, & India; Buys in Discretionary and Defensives W/ Japan/Europe Focus
We continue to recommend a tactical overweight to defensives as $ACWI tests the top-end of our anticipated 2023 trading range at $93. Remain...
434 Views
Japan's Governance: Equity Finance
We should continue to monitor the company from a med-to-long-term perspective to see to what extent it has scrutinized the cost of raising this...
189 Views
Panasonic Launches Tender For Panahome... Still Light.
In late December, Panasonic Corp (6752 JP) and Panahome Corp (1924 JP)announced they would merge. This was an event that Japan observers of parents...
539 Views
I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
1.8k Views