🇯🇵 Japan • Every Shareholder Left Behind - The Book Value Per Share Metric
EQUITY-DRIVEN - Japans
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Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
1.5k Views
The Amended FamilyMart Document Is A MUST READ For Investor-Stewards
After the close on Friday 10 July, Itochu Corp (8001 JP) issued an AMENDED announcement to the Tender Offer announcement regarding its Tender Offer...
1k Views
Opdivo Singled Out in Government Rule Change
The suggestion of government orchestration against Ono’s immunotherapy treatment Opdivo (nivolumab) has moved a stage further with a report in the...
5.9k Views
Pacific Industrial (7250 JP): A Day Before Close, Effissimo Increases Its Stake Further
The close is likely to be extended as Effissimo added to its stake, and the shares trade above terms. Another bump is possible, but the Ogawas will...
590 Views