JAPAN: Public Money Flows: Japan Post's Plan to Up Risk
On 1 April 2015, Japan Post Holdings released a "Medium Term Plan" (pdf, Japanese only, 4MB) for its business through FY2017 and Japan Post...
475 Views
JAPAN: Three Public Pensions Add Fuel to the Fire
On Friday March 20, Japan's "Other Three" public pensions (Chikyoren, KKR, and Shigaku Kyosai (nota bene: links are to the Japanese sites - each...
725 Views
Aequitas: Nintendo Placement - Buy Back Done, No Relative Correction. Relatively Small Vs Past Deals
A group of shareholders are looking to raise up to US$1.25bn, post the buyback completion, in Nintendo. In this note, we talk about the updates and...
225 Views
Nintendo (7974 JP) Secondary Offering: Buyback Absorbs Some Selling; Passive Impact Limited
Four shareholders are looking to raise up to US$2.17bn by selling some of their Nintendo shares. There could be more behind. Nintendo will buy back...
603 Views
Nikon (7731) - Beware The Bloomberg Headline But There's Value Here
Nikon is a cheap company with dual personalities, which keeps its multiple low. It has cash and securities too. Silchester bought 5% and Bloomberg...
725 Views