🇯🇵 JAPAN • Revisions Early Warning System 24th March
EARLY WARNINGS - This Insight is the first is a series of posts that will provide a 'real-time' update of the damage to corporate Japan's revenues...
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🇯🇵 JAPAN • Who’s Swimming Naked? > Part 3: Cumulative Cash Flow
CUMULATIVE CASH FLOWS - In this third and final of our series on Japanese companies that might be compromised as the Covid-19 recession unfolds, ...
558 Views
Aso Corp Running at Kosaido (7868)
Kosaido has been a "pet" of mine since the Bain-led MBO led to a Murakami activist opposition, a bumped then broken deal, and then a change in...
564 Views
Sawada Holdings Partial Tender - An Odd Duck
Yesterday there was an extremely brief announcement by an entity called ウプシロン投資事業有限責任組合 or Upsilon Investment Limited Partnership which itself is...
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Maeda Road Needs A Rabbit From The Hat - What Rabbit's Possible? What Rabbit's Likely?
On January 20th 2020, after months of behind-the-scenes overtures and rejections, Maeda Road Construction Co (1883 JP) asked its 24.8% shareholder...
778 Views