bullish
Last Week in Event SPACE: MitCorp, Jardine Matheson, Toshiba, Japanese Foreign Inflows
334 Views14 May 2023 07:05
SUMMARY
- Mitsubishi Corp (8058 JP)'s ¥300bn buyback means 8+% of ADV every day from here to end-Dec 2023. Buy MitCorp vs trading houses with less of a buyback impact.
- Rumours abound of an MSCI up weight for Jardine Matheson Holdings (JM SP). It wasn't a clear-cut situation. And nothing came of it.
- There are concerns about the stability of funding for JIP’s offer for Toshiba Corp (6502 JP) in the event that Kioxia (6600 JP)’s results collapse further.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Last Week in Event SPACE:Tax-Loss Selling In Australia, China Conch/Anhui Conch, Canon, Rakuten04 Jun 2023
- Last Week In Event SPACE: Rakuten Bank/Group, Cathay/Swire Pacific, Japan Post28 May 2023
- Last Week in Event SPACE: Shinsei Bank, China Everbright, Rakuten, Sony Corp21 May 2023
- Last Week in Event SPACE: Toshiba, Asian Defence Contractors, Arclands Corp/Services, Bank of Kyoto07 May 2023
- Last Week in Event SPACE: China Mobile, Fast Retailing, Yuexiu Property, Vinda, Tokyo Gas30 Apr 2023
x