Benesse Holdings: Mgt Guidance for Lower Margin?
Two things worth looking at Benesse Holdings Inc (9783 JP) : Increasing number of foreign workers in Japan FY 2018 (end of March 2019)...
199 Views
Charm Care (6062) Offering, TSE2 Listing, and Growth
Charm Care Corp (6062 JP) is a relatively fast-growing Osaka-based smallcap ($130mm) JASDAQ-listed private senior-care facilities operator with 40+...
301 Views
Benesse New Entry Point
I have written several notes on Benesse Holdings Inc (9783 JP) and each time I re-read them, my conviction remains the same that...
363 Views
Benesse Holding: Low Margin Business with Declining Customer
A new earning forecast makes shortingBenesse Holdings Inc (9783 JP) may not sound that crazy after all:While revenue forecast is more conservative,...
261 Views
Desperate Measures
The Management revised their earning forecast for FY 2016 with the following details: Sales are expected to fall due to the number of language...
305 Views