Silver Life – This Guy Is in Danger of Becoming Our Favourite CEO
Silver Life is in a prime spot within Japan’s ageing demographic space providing meal kits to franchisees who often add rice and deliver the meals...
580 Views
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
GMO-PG – When Does Hiding Out in a 112x PE Stock Become a Good Idea?
In something of a betrayal of our typically value investing mentality we have been positive on GMO Payment Gateway which tends to trade at anywhere...
560 Views
SMBC Americas Holdings – Expecting 19% NPLs in USA
* Pre-COVID-19 Challenges:SMBC Americas Holdings (8316.JP) [SMBCA] had a number of challenges even prior to the impact of COVID-19, which included:...
535 Views
My EG (MyEG): A Move to Become Regional Player
Since the beginning of 2018, the company has expanded its business from a Malaysian e-government service provider to a regional e-government...
921 Views