Nihon M&A Center: Superior Quality But Hefty Valuation
The high price multiple resonates with the low-total-return projection based on our DCF analysis and should discourage many alpha-seeking investors.
453 Views
Small Cap Growth: Frontier Management (7038) - Borderless Services
Frontier Management (FM) has seen its stock rise 330% over the past year, far outpacing peers in investment banking and consulting...
357 Views
🇯🇵 Japan • Results & Revisions Roundup Part 1 - Mr Market Calls a Bottom
FIRST WAVE - 42% of Japanese companies have now reported quarterly earnings, with the balance due to announce over the next eight trading days. In...
469 Views
🇯🇵 JAPAN • Summer Results & Revision Scores - Peer Groups
INTRODUCTION - Following on from our Insight of last week covering the Market Composite & Sector Aggregate Results and Results & Revision...
674 Views
A Round up of Some Japanese Equities Buys as We Begin the New Year.
Please see some recent buy ideas, all very cheap, that we believe offer decent longer term growth and have had a dreadful December. We have written...
1k Views