BASE (4477 JP): Maki's Return Leaves SBI to Bump Big or Bargain
Maki-san is buying BASE again, targeting over 30%. SBI's JPY340 offer will fall short; it likely needs JPY420, but at that price, a deal with Maki...
125 Views
BASE (4477 JP): SBI’s Tender Extension Signals a Price Bump Is Needed
SBI extended its BASE tender to 15 October at JPY340, signalling tepid take-up. Despite its partial-offer track record and peer derating, a bump...
108 Views
Bullish Reversals Continue: TAIEX, KOSPI, AEX, Hang Seng, CSI 300. Buy Cyclicals/Growth on Pullbacks
Bullish reversals: Taiwan $TAIEX, Korea $KOSPI, Netherlands' $AEX reversing YTD downtrends, while Hang Seng $HSI and China's CSI 300 are reversing...
694 Views
Digital Garage (4819 JP): Cheap, but Not Cheerful
DG is undoubtedly cheap and could be worth 2x more. However, closing this valuation gap remains challenging. Pasona is a cautionary tale that a...
186 Views
🇯🇵 JAPAN • The Post-COVID Rotation from Growth to Value Begins + 02/05 Results & Revisions Update
THE 2021 ROTATION BEGINS - For most of the last year, the Japanese equity market has been led by overvalued and overbought high-quality growth...
318 Views