An Uphill Battle Awaits for Building Large Asset Risk Ahead of Real Demand, MF’s Shares Overvalued
Mitsui Fudosan Co Ltd (8801 JP), or MF, missed our adjusted earnings estimate by 15% mainly due to lower-than-expected institutional sales of...
279 Views
Oversold Financial Sector Moving on Volume in Japan....
We were looking for oversold names that are bouncing on volume and found that the majority of names that met the criteria were in the Financial...
722 Views
Konami (9766): Readthrough from Its Casino Interview
Konami's (9766 JP) management interview with Bloomberg, on the subject of casinos in Japan and its involvement in them, is interesting at a number...
422 Views
China Overseas Land & Invest:Â Ride on Inflation
Newly included in Asia Pacific model portfolio at 4.4% We newly included China Overseas Land & Investment Ltd. (688 HK) at the weight of 4.4%...
529 Views
The Critical Mass of Marunouchi Properties Offers Near-Term Positives but Long-Term Concerns.
We are Initiating Coverage of Mitsubishi Estate Corporation.Since the group’s first land acquisition in 1894, its increased business scale and its...
372 Views