In today’s briefing:
- Mazda – A Buy As The Yen Weakens With The BOJ Trapped
- Japan’s Governance: About the Article on Monex Group (8698)
Mazda – A Buy As The Yen Weakens With The BOJ Trapped
- With the BOJ being forced to step in to hold 10 year rates under 0.25% today the yen is under increasing pressure.
- There are naturally a variety of stocks which are likely to benefit from this multi-decade breakout of the yen dollar.
- Mazda is one of the best plays here in our view and we lay out the rather simple case below.
Japan’s Governance: About the Article on Monex Group (8698)
- In the previous “About the Article on Activist,” I mentioned a little about the Monex Group, and will focus on Monex Group again regarding the coverage of the Nikkei article.
- Monex Group is generally aligned with its shareholders’ objective of sustainable growth in shareholder interest, and Oasis will remain static for the time being to see if stock returns materialize.
- Monex also has generally strong board practices, plans its growth policy on a balance between investment in growth and shareholder returns, and is open to communication with investors.
Before it’s here, it’s on Smartkarma
