In today’s briefing:
- Last Week in Event SPACE: Toshiba, Asian Defence Contractors, Arclands Corp/Services, Bank of Kyoto
Last Week in Event SPACE: Toshiba, Asian Defence Contractors, Arclands Corp/Services, Bank of Kyoto
- Toshiba Corp (6502 JP) is ultimately quite skippable. While ¥4,620 seems like “the wrong price” over a 5-year period, it is not clear that is the wrong price now.
- Global military touches a new high. South Korean defence contractors, such as Hyundai Rotem Company (064350 KS), are big beneficiaries.
- Historically, the “event” which helps Murakami-san get out – with respect to Arclands Corporation (9842 JP)/Arcland Service (3085 JP) – is not one which is suitable for “normal” investors.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars