2021 Japan AGM Activism - StraCap Proposals for Seikitokyu Kogyo (1898) - A REALLY Cheap Company
StraCap has now made the same Shareholder Proposals on Seikitokyu Kogyo for 3 straight years. They make sense, but are likely to be rebuffed. But...
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Japanese Small-Cap Names with Consensus Changes Leading into Earning Season....
We know that historically there has been a lot of leakage leading into Earnings Season. In a different life, I remember Fuji Photo calling me in...
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Names that Are Hated and Loved by the Street in Japan....
It has been a while since we updated the "Hated by the Street" screen. So we thought it would be good to see which names made the list. Usually we...
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Margins Expanding in Japan but Asset Efficiency Is Not Improving....
Japan's aggregate Net Income margin increased from 2.7% in 2012 to 4.6% in 2016. While this margin expansion is a great thing, asset efficiency...
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ToyoKen (1890)- Infroneer Declines to Bid Up, YFO Now In Driver's Seat - Now It's A Range Trade
Toyo Construction asked Infroneer to hike the ¥770/share bid. Infroneer said they couldn't. TC now opens this up to engagement with YFO, maybe...
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