Primer: Mitsui Fudosan (8801 JP) - Sep 2025
Dominant Market Position with Diversified Portfolio: Mitsui Fudosan is one of Japan's largest real estate developers with a well-diversified...
109 Views
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.
609 Views
Updated Tool (31May24) & "Diff File Generator" For TSE "Mgmt Conscious of Capital Cost/Stock Price"
The updated "TSE File" where we provide links to the Corporate Governance Report and "Action to Implement Management Awareness of Capital Cost and...
581 Views
Overview #42 – What a Difference a Day Makes!
A review of recent events/data impacting our investment themes and outlook. Fed rate cuts, Japan spending and Lithium upgrades
314 Views
Overview #41 – Securing Supply, Unlocking Value: Global Themes in Equities and Commodities
A review of recent events/data impacting our investment themes and outlook. Lithium, Japan, precious Metals and the Oil and Gas sector
880 Views