TSI Holdings (3608) - That Old Gem - Lots of Visible Cash, and Lots More Invisible Cash
TSI Holdings is a long-time value name. It has a bigger portfolio, still has low ROE high CF, and LOTS of financial assets. At 0.03x EV/rev +...
1.3k Views
LINE Ties with Staff Start
LINE has a promising new jv with Staff Start, which facilitates omnichannel retailing and which has tripled GTVs in a year and which generates...
499 Views
Matsukiyo-Cocokara Situation Gets Its Activist Noise Started
MatsuKiyo-Cocokara was not unlikely to get an activist as Oasis is in the register above 5%. Now it has one. But time is short, and the argument...
779 Views
Isetan-Mitsukoshi: Big Losses but Some Plans for the Future
Japanese department store sales are in fallout but Isetan-Mitsukoshi looks worse off than most despite investors thinking otherwise. Its dependence...
564 Views
World Resets as Losses Mount for Apparel Firms
World and the other major apparel groups are shrinking fast during the current crisis but their decline has been a long time coming and will...
620 Views