Best Outright and Pair Trades for an Ishiba-Led LDP
How to position in Japanese equities after the surprise win by Shigeru Ishiba over Sanae Takaichi in Friday's LDP election.
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M3 Inc (2413 JP): Synthetic Expert Call Transcript (17 Aug 2026)
M3's domestic M&A strategy has undergone a structural pivot from high-margin digital services to asset-heavy physical models, exemplified by...
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M3 (2413 JP) - Building Up After the Crash: Know Your ABCs (Activist, Buyback, Cash)
M3 was a darling of growth investors until 5 years ago. M3 was a five-bagger in the 18mos to early 2021. Then it crashed 85+%. But revenue, OP, and...
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Japan Strategy Weekly | Carlyle's Kaonavi Deal Signals a Shift in Japanese Valuations
Carlyle's bid for Kaonavi underscores valuation gap between Japanese and US SaaS companies, attracting private equity interest. Japanese stocks up...
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Benefit One (2412): The Plot Thickens
Dai-Ichi Life extended its "expected Tender launch" by a couple of weeks about 5 days ago. That went past M3's TOB end. BenefitOne asked them to...
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