Logistics in Crisis? the 2024 Problem: Part 1
Japan seems to have some kind of ‘problem’ every year. As in, we have a ‘2024 problem’, the 2025 digital cliff, the ‘2027 problem’.
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[Japan Navel-Gazing] Thinking About The Value of Toshiba
In the 5 days since I published, Toshiba's Kioxia shares have added ¥930bn in value. After tax assuming sold, that would be ¥650bn and ¥324/Rohm...
493 Views
Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
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Delhivery IPO: Valuation Insights
In this note, we look at the valuation metrics. We think that Delhivery is at best fairly valued at the IPO price range. Our recommendation is to...
593 Views
SF Intra-City Industrial IPO: Valuation Insights
While the valuation is undemanding vs peers, we give the IPO a pass as SF Intra-city offers an unappetizing mix of high growth at the cost of...
408 Views