Tobila Systems: The Monopoly that You Probably Never Heard Of (Even as Its Customer)
Emotional Mr. Market seems to be offering investors a precious opportunity to accumulate “partial ownerships” in this high-quality business at...
774 Views
KT Corp: Near 6% Dividend Yield, Stock Swap with Shinhan Bank, IPO of K-Bank, & Shift to Value
We discuss major catalysts/investment highlights of KT including near 6% dividend yield, recent stock swap with Shinhan Bank, shift to value,...
707 Views
2022 High Conviction – Plenty of Growth Avenues for Mercari, the Apple of CtoC Services
Mercari is much, much more than its CtoC platform and will emerge as a pivotal part of Japan's consumer goods/services/finance distribution system...
937 Views
Oisix Fundamentals Strong Base for Future Premium Online Food Leadership
Japan's online food market has less than 3% share but will grow fast in the next 3 years as both consumers and retailers adapt. Oisix is brilliant...
371 Views
Japan Post Holdings Placement - The Final US$8bn Countdown - Past Deal Didn't Do Well
The Japanese government plans to sell over 26% or US$8bn worth of Japan Post Holdings (6178 JP). The selldown was originally slated for 2019.
687 Views