Laox (8202) Business Still Tough but 12/18 Will Be Much Better, Shares Very Cheap.
After a very good year to 12/15 when the company benefitted from a large number of Chinese tourist spending in Japan, 12/16 sales fell 33% to...
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Hotel Shilla: Entering a Cyclical And Structural Downturn
Hotel Shilla is about to see both a sharp cyclical and structural downturn in its business. As a result, expect to see sharp operating...
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Laox (8202 JP) - A turnaround driven by Chinese tourists - But its not for the faint hearterd
Laox plans to raise ~US$250m via a domestic offering, in order to further fund its turnaround plan.The deal scores well on our framework, although...
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