Ichibanya (7630 JP): House Foods (2810 JP) Potentially Exiting Through a Privatisation
The strong interest from several investment funds despite Ichibanya’s high multiples and downgraded forecasts signals deep underlying value.
141 Views
Weekly Deals Digest (06 Sep) - Nikkon, Kadoya, Ichibanya, Con Aero, Ausgold, Longsys, Ligent, GCash
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
101 Views
🇯🇵 JAPAN • Results & Revisions 04/05 - Shimamura & JINS
RESULTS - Of Friday's 23 results, only 10 scored positively; however, 73% of annual revisions were positive. Of the larger caps, Shimamura (8227...
437 Views
🇯🇵 JAPAN • Stock Picking with 'Peak' EV/OP Multiples - Introducing EV/POP
"Beware of geeks bearing formulas." - Warren Buffett Enterprise Value multiples have become common parlance in the investment world, both...
549 Views
🇯🇵 JAPAN • Revisions & Results Update 6th April - The Japanese Experiment
ABE ROLLS THE DICE - Japan's solution to the recent alarming rise in COVID-19 infections is to adopt a middle way between those adopted by Sweden...
519 Views