bullish
Last Week in Event SPACE: Toshiba, Asian Defence Contractors, Arclands Corp/Services, Bank of Kyoto
322 Views07 May 2023 07:05
SUMMARY
- 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.
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