GMO Internet (9449) Buyback - Bigger Than It Looks, Smaller Than It Looks
David Blennerhassett has written about GMO Internet (9449 JP) over the years as an interesting holdco and most recently wrote about the situation...
600 Views
Smartkarma Originals
GMO Internet: Listed Holdings Preferred
Applying a deconsolidated book value for the unlisted operations, I see GMO Internet (9449 JP) at a ~30% discount to NAV, a reasonable level for an...
905 Views
Japan - Shorts Increase on Pigeon, Fast Retailing; Decrease on Bandai Namco, Orix JREIT
The short notional in the market for the week ended 6 December is US$25.84bn (up by US$570m) with the largest short positions in Itochu Corp (8001...
592 Views
Japan - Square Enix (9684 JP) Shorts Increase
The short notional in the market for the week ended 22 November is US$25.46bn (down by US$360m) with the largest short positions in Itochu Corp...
566 Views
GMO Internet 3Q Results: Revenue and OP Beat Consensus
GMO Internet reported its 3Q2019 results yesterday (12th November 2019) which saw company revenues and OP grow 11.1% and 62.1% YoY respectively. At...
524 Views