Primer: TRE Holdings (9247 JP) - May 2026
TRE Holdings is a major player in Japan's growing environmental services sector, formed by the 2021 merger of two industry leaders, providing a...
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[Japan Navel-Gazing] Thinking About The Value of Toshiba
In the 5 days since I published, Toshiba's Kioxia shares have added ¥930bn in value. After tax assuming sold, that would be ¥650bn and ¥324/Rohm...
291 Views
Daiseki Eco. Solution (1712 JP): Daiseki (9793 JP)’s Tender Offer at JPY1,850
The offer is attractive as it is above the midpoint of the target IFA DCF valuation range and represents a three-year high. The low required...
429 Views
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