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Fujitsu General (6755 JP)
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50
Analysis
Consumer Discretionary
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Japan
Fujitsu General Ltd. manufactures air-conditioning units, refrigerators, and information-communication equipment. The products include air conditioners, and purifiers. The Company also manufactures computer software and electronic devices.
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Fujitsu General
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22 Jan 2023 13:53
Fujitsu General (6755) - Fujitsu's Stake On The Block
Fujitsu's stake of Fujitsu General (6755) is up for auction and it is already pricey. That suggests a dual-price outcome, but even then, it may not...
Travis Lundy
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655 Views
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bullish
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Thematic (Sector/Industry)
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20 Jan 2023 07:04
Good Morning Japan |Fed Hawks Return; Earnings Weigh; ValueAct Tgts S&I(3382); Spate of JP BUY U/Gs
Fed Hawks out in full force; Kishida Cabinet approval at record lows; Activist tgts S&i(3382); Spate of Street upgrades to BUY incl General...
Mark Chadwick
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473 Views
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bullish
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Shinko Electric Industries
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11 Jan 2023 23:39
Fujitsu (6702) Subsidiary Selldowns To Come
A Bloomberg article on Fujitsu selling non-core subs was out today. Nothing new, but there is some nuance. I present a small review, and conclude...
Travis Lundy
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809 Views
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bullish
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Olympus Corp
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15 Nov 2022 17:19
Olympus Placement - Had Been Doing Well, till Recently
MUFG aims to raise around US$255m via selling around 1% of Olympus Corp (7733 JP). In this note, we run the deal through our framework.
Sumeet Singh
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384 Views
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bullish
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Nikkei 225
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20 Aug 2022 04:52
Japan Among the Latest to Break Out; Buy Ideas in Growth/Cyclicals and Consumer Staples
Japan is the latest major country to break out, and we are buyers. Japan continues to be considerably further along in the bottoming process...
Vermilion Research
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443 Views
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