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INSIGHT PROVIDER
Rising
Michael Allen
Japanese Turnaround Situations, Short-Ideas
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Azabu Research
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Location:
Japan
Joined:
11 April 2024
8
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Japan
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Equity Bottom-Up
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Thematic (Sector/Industry)
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bearish
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Kobe Bussan
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12 Jul 2024 12:57
Kobe Bussan (3038): The Final Cliff
The pure valuation short is working in Japan. Stocks that start to lose their premium, go on to lose all of their premium. Kobe Bussan could be...
Michael Allen
355 Views
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bearish
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Lasertec Corp
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06 Jun 2024 09:42
Lasertec (6920): Some of the Accusations Are Disgraceful, Some Not
Lasertec's shares plummeted 8% after a report accused management of fraud. In our view, the short-seller's report was inundated with inaccuracies...
Michael Allen
974 Views
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bullish
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Sumitomo Chemical
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12 May 2024 16:22
Sumitomo Chemical (4005): To Believe Or Not To Believe, That Is the Question
When Sumitomo Chemical announced a JPY200bn increase in impairment losses, the market was already discounting twice that much. More positive...
Michael Allen
430 Views
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bearish
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TORIDOLL Holdings Corporation
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05 May 2024 21:08
Toridoll (3397): Restaurant Chain on a Ledge
Stock trades at 3x the market PBR despite consistently average RoE. Even the slightest disappointment could send the stock tumbling, and now, macro...
Michael Allen
334 Views
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bullish
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Sumitomo Chemical
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30 Apr 2024 19:55
Sumitomo Chemical (4005): Up Is Down
Sumitomo's share price dropped 5% on new guidance that was 40% higher than consensus. That's exactly as crazy as it sounds.
Michael Allen
361 Views
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