🇯🇵 Japan • Winter Large Cap Results & Revision Scores - Contrarian Buys & Sells/Peak & Ex-Growth
LARGE CAP RESULTS & REVISION SCORES - The final instalment of our series of reviews of Japan's most recent earnings and revisions...
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Japan: Scoring Results & Revisions Summer 2018 - Top and Bottom Companies + Long & Short Portfolios
INTRODUCTION - The second, and final part of our Results and Forecast/Revision Scores review for Summer 2018 will look at the leading and lagging...
313 Views
Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing
CYCLICAL SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since...
361 Views
KKR TOB for Hitachi Kokusai at ¥2900 - Again a Matter of Take It Or Leave It
One year, one week, and one day after the Nikkei reported Hitachi was looking to sell Hitachi Kokusai, we have a Tender Offer on the table. The...
379 Views
Hitachi Kokusai TOB - Curbing My Enthusiasm
Yesterday after the close, Hitachi Kokusai Electric Inc (6756 JP), the KKR vehicle ("HKE") intending to buy it, and Hitachi Ltd (6501 JP) which is...
328 Views