Japan Strategy Weekly | Carlyle's Kaonavi Deal Signals a Shift in Japanese Valuations
Carlyle's bid for Kaonavi underscores valuation gap between Japanese and US SaaS companies, attracting private equity interest. Japanese stocks up...
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Trend Micro BIG Bonanza But Shareholder AND Balance Sheet Structure Matter. N225 Divs Get a Fillip
Trend Micro announced a "big" but softish shareholder return plan in February. It fell a bit flat. Now they have a bigger better one. Looks...
1.2k Views
ASIA CYBERSECURITY PLAYS: How to Make Money Before the Apocalypse !!
Asia's cybersecurity companies will benefit from escalating AI fear-mongering and actual security breaches. US cybersecurity firms have rallied...
108 Views
Trend Micro (4704 JP): Trending Lower as Index Deletion Looms; Take-Private Opportunity?
Trend Micro will be deleted from a global index this month and there is a lot for passives to sell. TM has underperformed peers and now trades...
518 Views
Japan Morning Connection: Rotation Out of Tech Although AH Mixed with Lumentum up AMD Down
Software-related weak after Anthropic announced an AI tool that could fully replace existing products. Excessive weakness of Nintendo offers a...
231 Views