Primer: Japan Aviation Electronics (6807 JP) - Aug 2026
Strategic Repositioning with Kyocera Alliance: The recent capital and business alliance with Kyocera, which will become an equity-method...
98 Views
Japan Defence Supercycle: Multi-Decade Tailwinds, Near-Term Catalysts
Japan's defense industry is experiencing a renaissance with increased budget allocation, leading to opportunities for investors in national...
377 Views
Can Tech Save The Declining Japanese Apparel Industry? Fashion-Tech Series (2/3)
In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies...
2.2k Views
I-PEX (6640 JP): MBO at an 85% Takeover Premium but Implies P/B <1x
While attractive compared to peer multiples and historical trading ranges, it is light due to an implied P/B below 1x and 11% below the mid-point...
592 Views
NEC Parent Tender Offer for NEC Network & SysInt (1973 JP) - Long Expected, Low Premium (¥3250)
NEC buys out minorities in NEC Network and SysInt. The process is inadequate, the price is light, and doesn't get to the midway on the DCF and...
767 Views