Medipal Holdings (7459 JP): Disappointing FY23 Guidance and Challenging Business Environment
Medipal’s operating profit guidance for FY23 came below market expectations. Annual drug price revisions remain the biggest long-term challenge for...
380 Views
Japan Emerging as Leadership; Actionable Themes: Japan and Defensives
Despite the intact downtrend on Japan's TOPIX, relative strength is reversing topside a 4.5-year downtrend; this tells us Japan is emerging as...
543 Views
Secom To Finally Buy Out Affiliate Secom Joshinetsu (4342)
Secom is finally taking out Secom Joshinetsu minorities. Because affiliates own more than 13%, this deal is done before it starts. You get cash, or...
416 Views
Another Too-Cheap MBO as Founder Takes Out EPS
EPS Holdings is being taken private by its founder in an MBO with help from existing directors and insiders, Suzuken, and MBK. Not unusually, it is...
488 Views
🇯🇵 JAPAN • Stock Picking with 'Peak' EV/OP Multiples - Introducing EV/POP
"Beware of geeks bearing formulas." - Warren Buffett Enterprise Value multiples have become common parlance in the investment world, both...
342 Views