Hino Motors Posts Stellar 3Q Results; Correction Offers Chance to Accumulate
Hino Motors Ltd (7205 JP) posted stronger than expected 3Q results with reported revenue surpassing even the highest consensus on Bloomberg and...
223 Views
SG Holdings, Aruhi and Katitas IPO Reviews and a Look at Japanese Delivery Price Hikes
With three relatively large IPOs in Japan this month, we examined the prospects for SG Holdings Co Ltd (9143 JP), Katitas Co Ltd (8919 JP) and...
370 Views
Chinese Express Firms Have Been Poor Proxies for E-Commerce/BABA Growth, & It's Likely to Get Worse
China's listed express parcel delivery companies have proven to be unreliable proxies for the growth of Chinese e-commerce in 2017, particularly...
435 Views
SG Holdings IPO: Decent Start; Fair-Ish Valuations but Some Upside from Price Hikes and M&A
SG Holdings opened 17% above its IPO price at JPY1,900 and has risen slightly in morning trading. We feel this debut is more or less within...
278 Views
SG Holdings IPO: Solid Business Strategy and Potential for Integration with Hitachi Transport
SG Holdings is the holding company of Sagawa Express, and is the number two player in home deliveries behind Yamato Holdings Co Ltd (9064 JP)....
565 Views