Takara Leben REIT Placement - A Big Deal for a Small REIT
Takara Leben Real Estate Inv (3492 JP) (TLR) is looking to raise about US$126m in its upcoming placement. Proceeds will be used to partially fund...
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Last Week in GER Research: WeWork, Venus Medtech, Fineos, Takara Leben, TPV Tech, and Douya/Huya
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week, we dig into the stretched balance...
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Small-Cap Value (High Dividend Yield) Names in Japan....
There are more than 2,100 names in TOPIX and only 576 have three or more analysts with coverage. That leaves 1,515 names out of which 273 have...
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Names with Too Much "Other" On the Balance Sheet....
As I have mentioned before, a long time ago I worked at Panasonic in their IR department. One day when I was bored, I went to the Accounting...
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Growth Through Solar
Not much has changed since our November visit and 9 month results were in line with forecasts. Management say the Y15bn for the full year should be...
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