Ajinomoto Co (2802 JP): Full-year FY03/26 flash update
Ajinomoto reported FY03/26 revenue of JPY1,583.7bn (+3.5% YoY) and profit attributable to owners of JPY134.7bn (+91.6% YoY). For FY03/27,...
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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 Trade: CHINA SAYS, "YOU MADE YOUR FUTON, NOW LIE IN IT!"
China has responded to Japan's military rhetoric and actions by announcing a ban on all exports deemed dual-use for Japan's military, including...
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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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