Primer: HS Holdings (8699 JP) - Aug 2026
HS Holdings presents a compelling value proposition, trading at a significant discount to peers on key metrics like P/E and P/B ratios. This is...
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[Japan M&A] Regional Bank Consolidation Efforts May Pick Up
Japan regional bank consolidation will continue. We may have a new candidate. I'd be long the small target in this case, assuming that value will out.
641 Views
HS Holdings (8699) - New Year, New Issues So Lots of Value But Buyer Beware!
HS Holdings trades below 0.5x book where its major asset, comprising 60+% of book, trades with high growth, and at 4x PER. But it has to sell that...
1k Views
JPX Margin Trading Weekly (Oct 2nd): Mitsubishi UFJ Financial, Advantest, Fujikura, Lasertec
We analyzed JPX margin trading positions report for the past week and highlighted Mitsubishi UFJ Financial (8306 JP), Advantest (6857 JP), Fujikura...
105 Views
JPX Margin Trading Weekly (Sep 11th): Kioxia, SoftBank, Advantest, Mitsubishi UFJ Financial, Lintec
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), SoftBank (9984 JP), Advantest (6857 JP),...
135 Views