'Model AA' Shares - Good Governance Gone Bad?
After the close on Tuesday April 28, 2015, Toyota announced the board had resolved to submit to shareholders a resolution to partially amend the...
639 Views
Itochu Buying Descente (8114) - ANTA Selldown Offset Or Creeping Takeover?
ANTA went below 5% in Descente in April. Itochu started buying in May. As of 7 Sep, they had bought 81 days straight, accumulating 3.1%. There are...
1.3k Views
Shenzhou (2313 HK): Contract Mfr for Leading Sportswear Brands Facing Challenging Demand Outlook.
Consensus estimates do not account for customer, retailer, Asian market share shift, macro, alt data and geopolitical risks.
566 Views
JAPAN BUYBACKS: A Very Big Week
Almost ¥2.2trln of buybacks were announced this past week. Several large ones but 120+ different companies in total. This is the push higher for a...
1k Views
Kyocera (6971 JP) Founder Kazuo Inamori Passes - Implications for Holdings
Kyocera founder and KDDI "co-founder" Kazuo Inamori has passed away. He has a ¥80bn stake in Kyocera, and Kyocera owns 15% of KDDI. But overhang is...
614 Views