Arisawa (5208) Activism: Biggish Buyback, But Lots More Potential Behind
Yesterday after the close of trading, Nippon Kayaku (4272 JP), which owns 66.5% of smallcap polarizing film maker Polatechno (4239 JP), announced a...
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Polatechno (4239 JP) TOB - Big Premium, Done Deal
On 27 August 2019 after the close, functional chemicals (and explosives) maker Nippon Kayaku (4272 JP) announced that it would purchase the 33.5%...
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Revenue Growth Continues but Margins to Remain Under Pressure for 3-5 Years
We reiterate our “Equal-weight” rating on the stock after reviewing our model post 1Q FY18 (YE Mar-19) earnings. Nippon Kayaku has reported an...
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JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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