[Quiddity Index] Nikkei 225 Boots NTT Data (9613) Early, Rohm (6963) IN 3 July; $3.8bn a Side
The Nikkei has used June 2020 rule change language to boot NTT Data earlier than expected. It makes sense. Expect this is new precedent. Rohm is...
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Unloved Japan Round Up Jan. 3: Set Up for A Banner Year?
An uptick in TOBs, MBOs, and mergers​ creating the best environment for deep value turnarounds in a long time. Dozens of discounted stocks started...
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Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
568 Views
Unloved Japan Roundup: Don't Panic Ahead of Q3 Results Rush
​Over 40 potential turnaround stocks set to report Q3 results with a 45% spread in estimates, some companies like Rohm and JFE look promising while...
689 Views
Unloved Japan Roundup-Rohm, Taiyo Yuden, Kose
The top 5 performing large-cap stocks in Japan returned 241% on average so far in 2024, but these stocks were all on their knees a short while ago....
891 Views