Last Week in Event SPACE: NTT Docomo, Evergrande Properties/Auto, Wilmar, Swire, Immunomedics
Last Week in Event SPACE ... Plus, other events, CCASS movements and Mood Spins. (This insight covers specific insights & comments...
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Fujitsu General – 36% Above December Levels, What’s the Trade Now?
Our original take on Fujitsu General was that the company was not fulfilling its potential due to a lack of scale but was excessively cheap and...
483 Views
Carlyle Targets Japan for ¥1trn in Investment – Looking at Potential Candidates
The Carlyle Group has been getting more enthusiastic about investing in Japan and the Nikkei reported yesterday that the PE firm intended to...
665 Views
Last Week in Event SPACE: Unizo, Hitachi High, Toshiba Mach., Oriental Land, Naspers/Prosus, Altran
Last Week in Event SPACE ... The content of Blackstone's strong bid for Unizo Holdings (3258 JP) is materially similar to the content contained...
540 Views
Fujitsu General – Consensus Looks Light
Fujitsu General reported 3Q results on the 28th Jan with revenue of ¥47.8bn beating consensus of ¥46.5bn but the operating loss of ¥899m being...
501 Views