Last Week In Event SPACE: Digital Garage/Kakaku, Chine Resources Power, Atlas Arteria
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
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🇯🇵 JAPAN • Results & Revisions 02/15 - Kubota, Dentsu & Recruit
Of Monday's 135 results announcements, 62% scored positively for earnings momentum despite trailing revenues falling by 6.3% on average and a 5.0...
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🇯🇵 JAPAN • The Post-COVID Rotation from Growth to Value Begins + 02/05 Results & Revisions Update
THE 2021 ROTATION BEGINS - For most of the last year, the Japanese equity market has been led by overvalued and overbought high-quality growth...
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Dentsu Soken (4812 JP): Dentsu’s Potential Privatisation Offer
Due to Dentsu’s large stake, a generous offer is unnecessary. Nevertheless, the rumoured offer is attractive compared to precedent transactions and...
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🇯🇵 JAPAN • Results & Revisions 12/07 Sekisui House & Oh Dear! Dentsu
With only two large-cap announcements yesterday, our best and worst pairing is self-selecting - Sekisui House (1928 JP) and Dentsu (4324 JP).
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