Ajinomoto Co (2802 JP): Coverage Initiation, 1H FY03/26 flash update
Revenue in 1H FY03/26 was JPY738.9bn, a decrease of 0.7% YoY, impacted by foreign exchange effects. Business profit in the Frozen Foods segment...
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Primer: Ajinomoto Co (2802 JP) - Sep 2025
Dominant Market Leader with Strong Brand Equity: Ajinomoto is a global leader in amino acids, leveraging its core technological advantage...
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Japanese Semiconductor Stocks and AI "Winners" that Ain't So
Another BSPDN name and some ABF ideas. Not every AI semiconductor stock is actually winning. This edition just so happens to be Japan focused
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Japan Cross-Shareholding - Summary Matrix - Over US$100bn of Selling in 118 Companies
Toyotal has just announced that it will buy back around 290m (around 2% of the stock) of its own shares from MS&AD, Tokio Marine, MUFG and SMFG. In...
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MUFG Cross-Shareholding - At Least US$20bn of Cross-Shareholding to Sell, Taking It Slow
Following up on our earlier cross-shareholding notes, in this note we look at MUFG (8306 JP)’s cross-shareholding. MUFG had a stake of over US$100m...
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