Lesser Known Names that Rebounded in September....
We screened for lesser known names (2 or fewer Analysts with coverage) in Japan that rebounded in September. Some of the larger names by mkt-cap...
734 Views
Ashimori Industry (3526 JP): Toyoda Gosei (7282 JP)’s Tender Offer at JPY4,140
The offer is attractive as it represents a ten-year high, implies a P/B of 1.00x and above the mid-point of the target IFA DCF valuation range.
616 Views
Yamauchi Family Office Buys More Toyo; Toyo Claims More Malfeasance, ISS Supports YFO
Toyo rails against YFO. ISS recommends to mostly support YFO. YFO increases its stake in Toyo Construction, Toyo objects and calls it unfair...
2.7k Views
Tachi-S – Ramped Investment into a Revenue Contraction but There Is Value and a Hint of a Recovery
Tachi-S is a small cap (¥30bn market cap) seat manufacturer which counts Honda and the Nissan Alliance as its key customers, though it has been...
456 Views
Tesla--The Struggle to Stay Afloat in 2019
Profit Warning for Q4 2018 and Q1 2019: Two Fridays ago, Elon Musk warned that Q4 profits came in lower than Q3's, despite an 8% QoQ rise in...
1.1k Views