Asahi (3333 Jp): I Want to Ride My Bicycle
Life behind bars We believe that Asahi has an interesting secular growth story unrealized by most institutional investors. At a Y37bn market cap,...
944 Views
Toshiba: King Street Assumptions Look Exceedingly Optimistic
Last evening hedge fund King Street addressed Toshiba Corp (6502 JP) in a letter urging quicker implementation of the company's buyback together...
771 Views
Fukuoka Financial Group (8354 JP): Southern Comfort
It has taken some 30 months of waiting, two postponements, the threat of a ‘cease and desist order’ (which would have been the first such order...
505 Views
Japanese Equities - Separating the Crypto Theme from Bitcoin Froth and the Blockchain Opportunity
The decision by Seoul to put a bill before its parliament banning Bitcoin trading while at the same time investigating exchanges for tax evasion...
473 Views
Anritsu (6754) - 5G Discussion in Japan Heating Up
5G discussion in Japan is heating up, albeit driven by a somewhat unusual source – 5G spectrum auctions. As in other Asian economies, but unlike in...
302 Views