Primer: Hamee Corp (3134 JP) - Aug 2026
Hamee has transitioned to a pure-play commerce company following the spin-off of its SaaS-based Platform business, NE Inc., in late 2025. The...
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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...
560 Views
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...
282 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
Weekly Update (MICC, 3134, 441A)
Unilever (UL) spun off the Magnum Ice Cream Company (MICC) on December 8, 2025. Shareholders and ADS holders received one Magnum Share...
302 Views