Last Week in Event SPACE: NTT, Razer, Shinsei Bank, Evergrande, Bank of Kyoto, Nippon Express
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
922 Views
Pan Pacific (7532 JP) To Take Out Sub Japan Asset Marketing (8922) In Tender Offer
PPIH (7532) parent of Don Quijote will take out the minorities in its real estate asset management/leasing/marketing business. It's probably a bit...
583 Views
Pan Pacific International: Overreaction to a Temporary Blip in Profitability
The company’s 1QFY22 OP was around ¥3.0bn below the expected level. However Pan Pacific maintained its FY22 guidance, mentioning that the personal...
436 Views
Don Quijote: Slower Growth, Better Stores
Don Quijote remains a solid bet. At home, its staples discounting offers guaranteed growth given the buoyancy of discount demand and overseas,...
355 Views
Asia Shorts: Meituan, CMB, Li Ning, Sekisui, Toyo Seikan, Toshiba, Kakao, HMM, LGE, Wan Hai, TSMC
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
301 Views