Toshiba: The Surprising Lack of Read-Across to the Rest of Japan Inc.
There is a tendency to view Toshiba (6502 JP) as an extreme, but ultimately typical example of Japanese corporate culture (e.g. this well-worth...
356 Views
Yaskawa Electric's VI Fund Makes Smart Acquisition in Energy Storage Startup Teraloop
On the 23rd of March, Teraloop, an energy storage startup developing a utility grid-scale kinetic energy storage system accepted an investment from...
367 Views
KDDi (9433) - Are Slowdown Fears Overblown?
Trading on a PER of 13x, FY16 EV/OP of 9x and a dividend yield of almost 3%, it is hard to find fault with KDDi (9433) as an investment, yet the...
309 Views
Avex (7860): Shutting Down GEOCHANNEL
Analyst Thao Nguyen comment Avex announced on March 31st that it is shutting down GEO CHANNEL, which is a subscription video on demand (SVOD)...
374 Views
Alibaba: Room to Grow from ECommerce and Cloud Services
We have been relatively cautious on Alibaba (BABA US) since prior to listing. Our concerns have centered on corporate governance issues...
541 Views