GMO Buyback - Approaching The End But...
In mid-February 2020, upon releasing full-year earnings, GMO Internet (9449 JP) announced a buyback programme which looked big but had some...
624 Views
StubWorld: PCCW - The Good, The Bad ...
This week in StubWorld ... A return to positive EBITDA for PCCW Ltd (8 HK)'s media ops in the 2H19 is offset by a significant increase in...
616 Views
GMO Internet (9449) Buyback - Bigger Than It Looks, Smaller Than It Looks
David Blennerhassett has written about GMO Internet (9449 JP) over the years as an interesting holdco and most recently wrote about the situation...
600 Views
Smartkarma Originals
Corporate Governance In Japan
If effectively implemented, the Japan Corporate Governance Code, the Japan Stewardship Code, the Engagement Guidelines and the CGS Guidelines would...
1.2k Views
Smartkarma Originals
GMO Internet: Listed Holdings Preferred
Applying a deconsolidated book value for the unlisted operations, I see GMO Internet (9449 JP) at a ~30% discount to NAV, a reasonable level for an...
905 Views