Funai Electric (6839 JP): Tender Offer Price Seems Light
Funai Electric is the subject of a takeover - not unexpected after the death of the founder 3yrs ago. The deal is TOO CHEAP. At face value, it is...
373 Views
🇯🇵 JAPAN - Stress Tests Part 2 - Operating Cash Flow & Accruals
STRESS TESTS - This Insight is the second in our Japan Stress Test series in which we endeavour to assess where business risk is concentrated...
320 Views
🇯🇵 JAPAN • Who's Swimming Naked? > Part 1: Audit Score
“You only find out who is swimming naked when the tide goes out. “- Warren BuffettWHO'S SWIMMING NAKED? - This is the first part of three Insights...
416 Views
Japanese Small-Cap Names with Consensus Changes Leading into Earning Season....
We know that historically there has been a lot of leakage leading into Earnings Season. In a different life, I remember Fuji Photo calling me in...
437 Views
The Week That Was in NorthAsia@Smartkarma: N. Korea Escalation, Idemitsu Feud and Korea Holdcos
This week Prasenjit K. Basu incites discussion into the policies of the Trump administration centring on recent developments on the Korean...
186 Views