2021 Japan AGM Activism - StraCap Proposals for Seikitokyu Kogyo (1898) - A REALLY Cheap Company
StraCap has now made the same Shareholder Proposals on Seikitokyu Kogyo for 3 straight years. They make sense, but are likely to be rebuffed. But...
410 Views
Bunka Shutter (5930 JP) - Big Buyback Vs Big CB Means No Accretion, Minimal Flow Impact
Bunka Shutter announces weak Q1, but huge buyback. It is not all that it appears. There is CB dilution in 13mos, and this may manage hedging...
157 Views
2021 Japan AGM Activism - StraCap Proposals for Asanuma Corp (1852)
2020 AGM Activism (A Series) - Strategic Capital AGM proposals for Asanuma will get dinged, like last year. They make some sense, but high div and...
288 Views
Japan Activism: Shareholder Proposals for the Q2 AGM Season Start Trickling In
Japan AGM season starts in earnest in mid-June but the deadline for shareholder proposals is 8 weeks prior. 8 June AGM Companies so far received...
270 Views
Screening the Silk Road: Q1 2021 All Cap Screening - Free Cashflow (FCF)
With the value/growth investment style ratio at 20-year lows, we present 27 names which hold characteristics worthy of further review.
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