Toppan Printing: Money for Nothing (& Your Clicks for Free)
TOPPAN PRINTING (7911 JP) is Japan's current Negative Enterprise Value 'champion'. Although only growing in the low single digits and with margins...
649 Views
Big Honda (7267) Offering - Flow Timing Matters
The Honda Offering is BIG at ¥500bn but over time, the net overhang is substantially reduced by behavioural expectations, passive buying, a...
385 Views
Kokusai Electric Placement Updates - Misbehaving
KKR and KSP Kokusai Investments are looking to raise approximately US$1.7bn through selling a large stake in Kokusai. In this note, we talk about...
323 Views
Koito Mfg (7276) Bounces The Same as It Bounced in March On the Same News - An Echo? Meh Again.
Koito Mfg popped 19% today on an interview with the CFO showing as a headline in the Nikkei. The contents? The MTMP from 9 weeks ago and the end...
234 Views
Honda Motor Placement - Past Large Deals Analysis - Could Do with a Bit More Correction
A group of shareholders aims to raise up to US$3.2bn via selling around 5% of Honda Motor (7267 JP). In this note, we talk about the updates since...
290 Views