Imperial Hotel (9708) - Redevelopment Might Hide an LBO Story
Imperial Hotel (9708) has been an event-in-waiting for a decade, and at the very least, five+ years. It may be for another five, but there is a...
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Toa Oil (5008) - The Dog Has Caught the Car, But Beware Mangalores
The Idemitsu Tender Offer for Toa failed. Independent shareholders stayed away in droves. Next, Idemitsu may be inclined to try something less...
580 Views
🇯🇵 JAPAN • Who's Swimming Naked? > Part 1: Audit Score
“You only find out who is swimming naked when the tide goes out. “- Warren BuffettWHO'S SWIMMING NAKED? - This is the first part of three Insights...
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Japan - Huge Covering in Consumer Discretionary Names
The short notional in the market for the week ending 10 January is US$25.64bn (down by US$910mm) with the largest short positions in Itochu Corp...
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Tsukuba Bank (8338 JP): Scuba Diving on an Empty Tank
Back in 2007, foreign investors in aggregate owned around 27% of the stock of Tsukuba Bank (8338 JP) , a small and constantly struggling regional...
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