Low PE and High Dividend Yield Names in Japan....
With Earnings Season basically over, we screened for names with low PE using recently released company guidance. We further limited the screen...
331 Views
JAPAN ACTIVISM: Is Murakami-San Going To Do A PacMetals Rug Pull on Aozora? Or Is This For Real?
Murakami-san's daughter bought 5.4% of Aozora Bank. It could be activism or it could be another pump'n'dump like Pacific Metals. It is tough to...
807 Views
JAFCO (8595) Down as Murakami Affiliates Sell the Pop on the Poison Pill, So Buy the Range Dip
Murakami-san bought 11.9% and JAFCO said he was perhaps interested in buying up to 50% so they announced a poison pill and Murakami sold the pop....
666 Views
Daiho Post-Div STILL Trading Too Rich For the Event Trade
Daiho (1822) is an interesting event but not in economic terms. The stock is 3-7% short of "takeover price DCF range" midpoint. To be nice, the...
515 Views
Daiho Corp (1822) A GIANT Transaction Which Is Not What It Looks Like. Smells Bad.
The transaction whereby Murakami-san bought a very large number of shares, and coincidentally the shares went up in price, and now he is getting...
673 Views