Denso Corp Placement - Quick Update - In Better Shape Now, Size Concern Remains
On 28th Nov 2023, Toyota Motor (7203 JP) announced that it would sell around US$4bn of Denso Corp (6902 JP). While the shares didn't correct...
689 Views
Denso Corp Placement - Not Quite Shaping up for a Win Yet
On 28th Nov 2023, Toyota (7203 JP) announced that it would sell around 9.4% of Denso (6902 JP) in order to reduce its cross-shareholding. In this...
796 Views
Smartkarma Originals
Japan Consumer Staples Update: Inflation Looks a Blessing in Disguise for Those with Pricing Power
Japanese inflation peaked at 4.3% in January 2023 but decreased to 3.5%, 3.2%, 3.3%, 3.3%, and 3.2% in the following months. For most items except...
1.4k Views
Yamazaki Baking: Breads & Buns Buonce But Valuation Is a Stalemate
Yamazaki Baking's surging stock faces high expectations in 3Q23. With limited valuation upside, the risk-reward balance has tilted unfavorably for...
833 Views
Yakult: At Its Lowest PE Since Before the Global Financial Crisis
Yakult's stock price dropped 15% due to earnings missing expectations, yet fundamentals remain steady. This offers a chance to purchase Yakult at a...
752 Views