Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>TSE-Listed companies are asked to file "Management Conscious of Capital Cost/Stock Price" awareness reports/policies. Many have. Some are still working on it. And policies change, and CGR reports are updated.</li>
<li>344 new CGRs were filed since 31 October. Our tools show every report, links to every document, and now a new diff file tool. Input a name, see the changes.</li>
<li>The TSE Council for the Followup to Market Restructuring met a month ago. They want more progress and more fairness in fair takeovers. Worth reading the docs (here).</li>
</ul>


TSE-Listed companies are asked to file "Management Conscious of Capital Cost/Stock Price" awareness reports/policies. Many have. Some are still working on it. And policies change, and CGR reports are updated.
344 new CGRs were filed since 31 October. Our tools show every report, links to every document, and now a new diff file tool. Input a name, see the changes.
The TSE Council for the Followup to Market Restructuring met a month ago. They want more progress and more fairness in fair takeovers. Worth reading the docs (here).


Japan CorpGovReports: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Dec24), TSE Updates

<ul>
<li>TSE-Listed companies are asked to file "Management Conscious of Capital Cost/Stock Price" awareness reports/policies. Many have. Some are still working on it. And policies change, and CGR reports are updated.</li>
<li>Our tools show every report, links to every document, and now a new diff file tool. input a name, see the difference between the Old/New Reports. We hope it helps.</li>
<li>This tool is designed to be a shelf reference. We update it once a month, and every CorpGovReport and new "Management Conscious" report updated since a CGR update is here.</li>
</ul>


TSE-Listed companies are asked to file "Management Conscious of Capital Cost/Stock Price" awareness reports/policies. Many have. Some are still working on it. And policies change, and CGR reports are updated.
Our tools show every report, links to every document, and now a new diff file tool. input a name, see the difference between the Old/New Reports. We hope it helps.
This tool is designed to be a shelf reference. We update it once a month, and every CorpGovReport and new "Management Conscious" report updated since a CGR update is here.


Japan CorpGovReport Details: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Nov24)

Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>TSMC gains largely failed to buoy the US SPE names, with many continuing to drop setting a similar tone for Japan peers.</li>
<li>Travelers +9% on better than expected earnings and less Hurricane impact will continue to help the JP non-life.</li>
<li>Sumitomo Forestry has corrected significantly and now looks ready to rebound and join its US peers hovering close to their all-time highs.</li>
</ul>


TSMC gains largely failed to buoy the US SPE names, with many continuing to drop setting a similar tone for Japan peers.
Travelers +9% on better than expected earnings and less Hurricane impact will continue to help the JP non-life.
Sumitomo Forestry has corrected significantly and now looks ready to rebound and join its US peers hovering close to their all-time highs.


Japan Morning Connection: Mixed Reaction to TSMC Gains, Sumitomo Forestry Ready to Rebound

Japan CorpGovReport Details: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Oct24)

<ul>
<li>US semis and tech related setting a bullish tone for JP SPE with NVDA closing at record highs.</li>
<li>Steep drop for oil to hit Japex, Index and refiners while US P&amp;C strength should also be reflected in JP peers.</li>
<li>Possible downside for Fujitsu with NTT Docomo announcing a pivot away from their base station equipment.</li>
</ul>


US semis and tech related setting a bullish tone for JP SPE with NVDA closing at record highs.
Steep drop for oil to hit Japex, Index and refiners while US P&amp;C strength should also be reflected in JP peers.
Possible downside for Fujitsu with NTT Docomo announcing a pivot away from their base station equipment.


Japan Morning Connection: US Semis and Tech Set a Bullish Tone for Japan's SPE Majors

Japan

MS&AD Insurance Group Holdings, Inc. is a holding company established through reorganization of Mitsui Sumitomo Insurance Company, Limited.  The Group writes marine, fire, casualty, automobile, life, and allied insurance policies. MS&AD Insurance Group also operates financial services and agencies.

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MS&AD Insurance (8725 JP)

Japan CorpGovReports: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Dec24), TSE Updates

The TSE saw 344 Corporate Governance Reports filed this month. The TSE also posted its 18th Council on Market Restructuring documents which are...

Travis Lundy

Japan CorpGovReport Details: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Nov24)

The November Update to the TSE Name and Shame (they don't actually shame) list of Corporate Governance Disclosure on "Management Awareness of...

Travis Lundy

Japan Morning Connection: Mixed Reaction to TSMC Gains, Sumitomo Forestry Ready to Rebound

TSMC gains failed to buoy SPE names. Travelers up 9% on better than expected earnings, continuing to help non-life. Sumitomo Forestry looks ready...

Andrew Jackson

Japan CorpGovReport Details: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Oct24)

The TSE "Ensuring Management Awareness of Cost of Capital and Share Price" effort means ongoing policy submissions, and updates to CorpGov Reports....

Travis Lundy

Japan Morning Connection: US Semis and Tech Set a Bullish Tone for Japan's SPE Majors

US semiconductors and tech related setting a bullish tone for JP SPE. Steep drop in oil to hit Japex, Index and refiners. Fujitsu may face downside...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan CorpGovReports: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Dec24), TSE Updates

The TSE saw 344 Corporate Governance Reports filed this month. The TSE also posted its 18th Council on Market Restructuring documents which are...

Travis Lundy

Japan CorpGovReport Details: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Nov24)

The November Update to the TSE Name and Shame (they don't actually shame) list of Corporate Governance Disclosure on "Management Awareness of...

Travis Lundy

Japan Morning Connection: Mixed Reaction to TSMC Gains, Sumitomo Forestry Ready to Rebound

​TSMC gains failed to buoy SPE names. Travelers up 9% on better than expected earnings, continuing to help non-life. Sumitomo Forestry looks ready...

Andrew Jackson

Japan CorpGovReport Details: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Oct24)

The TSE "Ensuring Management Awareness of Cost of Capital and Share Price" effort means ongoing policy submissions, and updates to CorpGov Reports....

Travis Lundy

Japan Morning Connection: US Semis and Tech Set a Bullish Tone for Japan's SPE Majors

US semiconductors and tech related setting a bullish tone for JP SPE. Steep drop in oil to hit Japex, Index and refiners. Fujitsu may face downside...

Andrew Jackson

TSMC gains failed to buoy SPE names. Travelers up 9% on better than expected earnings, continuing to help non-life. Sumitomo Forestry looks ready...