JAPAN GOVERNANCE CHANGES II - Who Could Surprise on Buybacks? Quant Rankings
JAPAN GOVERNANCE: There is a buyback story coming. It will be big. Bigger than the past year or two, and it will continue. What to buy?
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DeNA (2432) Buyback - Accretive on a Low Leverage Business Which Will Grow In Time
DeNA (2432) is a nice pot of assets with a small business attached. It should be better. It appears to be on its way to getting better. It is very...
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Is It Safe to Short NEXON into the Inclusion?
Nexon has bounced on the Nikkei 225 inclusion. It may not have bounced enough to be aggressively short. The forward fundamental multiple isn't...
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Market Is Pricing a LINE Bump - Should It?
Seven and a half months ago, the Nikkei carried an article titled ć¤ćć¼ćØLINEćēµå¶ēµ±åćø which translates to "Yahoo and LINE, Towards a Merger."The article...
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DeNA's Yuuuuuge Buyback Proceeds Apace
Today, Dena Co Ltd (2432 JP) announced the results of its buying in February 2020 in its ongoing buyback program. The company bought back 4.77mm...
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