Omron (6645) | Q3 Beat, New Management Team
Our core bullish thesis rests on growth in Industrial Automation. As expectations for interest rate hikes fade, we think investors will start to...
345 Views
Omron (6645) | Key Beneficiary of Industry 4.0
We believe that Omron is a major beneficiary of continued investment in automation and the shift to Industry 4.0. We see around 35% upside for the...
597 Views
Bank of Kyoto (8369 JP) Holdco Maybe Rich-Ish - Watch for TOPIX Rebal SELL Flow
Bank of Kyoto has upped its payout ratio. That has helped the discount narrow but near-term flows, possible relatively soft H1 accounts, and the...
454 Views
Toshiba (6502 JP) Getting Closer to Crunch Time So Ongoing News "Leaks" Likely
Bidders are approaching 2nd Round deadlines, and news/comments are starting to seep out. Expect more. I expect a decision at/after H1 results. If...
655 Views
JMDC Placement - Lots to like but past Deals Have Been Mixed and It Is Expensive
JMDC Inc (4483 JP) aims to raise around US$235m, US$150m coming via an international offering and the rest via issuing shares to its largest...
585 Views