JPX Margin Trading Weekly (Oct 24th): IHI, Kawasaki Heavy Industries, Lasertec, Fujikura
We analyzed JPX margin trading positions report for the past week and highlighted IHI (7013 JP), Kawasaki Heavy Industries (7012 JP), Lasertec...
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Primo Global Pre-IPO: Fairly Valued, Controlling Shareholders Rushing for Exit
Primo Global is looking to raise up to $96m in its upcoming Japan IPO. In this note, we examine the IPO dynamics, and look at the firm’s valuation.
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Falling Sales Continue for Japanese Jewellery Retailers Except for Milk and As-Me Estelle
Japan’s jewellery retailers have had a dreary decade, forced to slash stores and brands in order to stop the flow of red ink, There is some...
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TASAKI: [CORRECTION]: Glaring error in my analysis
(24 Jul 201: 10Â hrs after first piece published): Â Hold the presses!I missed a key piece of information in a glaring oversight on my part. I blame...
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TASAKI: A turnaround-slash-company-sale-slash-huge-buyback-slash-China-inbound-tourism-story
As their website says, TASAKI (7968) is Japan's only 'Maison' which has its own pearl farm. TASAKI has been in business for ~70 years, was listed...
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