Recruit Holdings: Worker Compensations Could Worsen Recruit’s Woes
Last week, The Nikkei reported that Recruit Holdings (6098 JP) (Recruit) is seeking credit lines worth a total of JPY450bn (or $4.15bn) from...
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Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
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What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
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Kakaku.com: In Oversold Territory; Tabelog Continues to Impress
Kakaku.Com Inc (2371 JP) (Kakaku)’s share price has fallen by around 33% since last February (since the company’s last financial results...
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Recruit Holdings 3Q Update: Risks Have Started to Materialise
Recruit Holdings (6098 JP)’s 3Q FY03/20 results show early signs of the risks that we highlighted in our previous notes materialising. In our...
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