Smartkarma Originals
Pasona: Odd Man Out In Set-Up Trade
The Pasona Group (2168 JP) story is not new - but worth repeating. Pasona owns ~51% of Benefit One Inc (2412 JP) valued at ÂĄ190bn, exceeding the...
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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...
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Global Labour Markets Are Starting to Slow Down – Time To "Lay Off" Recruit
Recruit Holdings (6098 JP)’s revenue exposure to the Japanese and global labour markets is around 84% which makes it cyclical and susceptible to...
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2168 🇯🇵 Pasona • Time to Revisit
BACK TO PASONA - Since our Insight Time to Take Some Profits of 12th April, Pasona shares have declined by 10%, underperforming the market by 12%...
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2168 🇯🇵 Pasona • Third Quarter Results - Time to Take Some Profits
Q3 UPDATEÂ -Â Pasona Group (2168 JP)Â released their third-quarter results on April 10th. Pasona shares have risen by 46% since our initial...
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