Japan: Scoring Results & Forecasts - Part 3 - Company Winners & Losers
INTRODUCTION - The final part of our Results and Forecast/Revision Scores review will look at the leading and lagging performers and forecasters...
482 Views
[Japan Activism?] Fuji Media (4676 JP) Buyback/Accretion Done, Now It's All About the Real Estate
Fuji Media HD did a bigly buyback this AM - 30% of TSO. Now it is about selling the real estate and cross-holdings and fixing media. It's cheap...
1.4k Views
Infocom (4348 JP) - The Meaning of 'Binding Bids' and '¥250bn'
Infocom has run 50% in a month since we learned Sony might bid against PE firms to take the co private. If one looks at this as SOTP, it's...
944 Views
Toei Animation (4816 JP) - This Offering Could Be Heavy; the NEXT Offering Is More Interesting
Toei Animation's offering prices imminently. I would still avoid. If you REALLY like the company, fine. But it's a lot of stock. The NEXT 2ndary...
807 Views
Toei Animation (4816 JP): The Current Playbook
The offering will likely be priced on 27 February. Investors participating in previous large Japanese placements tend to secure positive returns.
665 Views