Japan's Governance: About an Article On "Capital Efficiency"
Nikkei published an article "Tokyu Fudosan Holdings, which sold Tokyu Hands, still far away from its goal of improving capital efficiency." I would...
362 Views
Cainz Takes on Nitori with Tokyu Hands Takeover
Nitori and Muji have pretty much had the interiors market to themselves until now thanks to IKEA's slow rollout but new competition is coming from...
510 Views
Asia Shorts: Tencent, CM Bank, Wuxi Apptec, Baidu, Anritsu, Daito, Ana, Yang Ming, Evergreen Marine
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
590 Views
Global Equity Strategy: Prevailing Trends Persist
After failing to break above resistance, global equities (MSCI ACWI) have had a rough start to the third quarter. Continued weakness in global...
526 Views
Tokyu Fudosan Placement - Big Deal with Little Accretion
Tokyu Fudosan Holdings (3289 JP) plans to raise around US$600m via a public offering in order to fund its capex requirements over the next few...
259 Views