Hamee Corp (3134 JP): 1H FY04/26 flash update
Hamee executed a spin-off of NE Inc. in November 2025, excluding NE from Q3 FY04/26 consolidation. FY04/26 forecast: sales JPY21.7bn, operating...
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Buy Hamee Corp
Some of my favorite situations are international spin-offs because they fly under the radar. Hamee has not been written up on VIC, Seeking Alpha...
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Hamee: “Demerger Arbitrage” Setup Remains On Track
Hamee reported earnings on September 12, and the stock traded down ~6%. The headline earnings looked awful but they included many one time and/or...
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Weekly Update (3134, Versant, Aumovio)
Before I get into my regular update, I want to share one fantastic chart that caught my eye. It shows current earnings multiple of the S&P 500, 400...
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