All Eyes on Rakuten's Plans as Japanese Telcos Remain Sidelined by Investors
Share prices for Japanese telcos have settled at lower levels since Rakuten's (4755 JP) spectrum announcement. This weakness has come despite...
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Sectors Not Correlated to TOPIX - Retailing, Food & Staples Retailing, and Utilities
We recently published a piece looking at Sectors that are highly correlated to TOPIX. In the piece, we highlight the other side. Sectors that are...
279 Views
PC Depot – A Mini Masterclass in Crisis Management
As a rule, Japan’s corporate psychology is ill-suited to damage limitation in the media. When a negative story breaks, the default see no evil,...
312 Views
Will Toshiba Take On Its LNG Commitment, or Simply Pay Up?
Toshiba is faced with yet another provision as it remains bound by a 20 year commitment with the US-based Freeport for a minimum LNG undertaking of...
393 Views
Sharp: TOPIX Exclusion an Interesting (Albeit Scary) Opportunity
In my recent piece on the Nikkei 225 changes, I quickly moved to say the Yamaha Motors (7272 JP) Nikkei 225 inclusion was non-negligible. The...
262 Views