Keisei Electric Rail (9009): For Relative Value Trade

Henry has highlighted this Insight as a Top Pick
408 Views30 Apr 2024 22:58
Keisei's management received another pressure from activist investor to divest more stakes in Oriental Land. Weak Yen will help to bring tourists to Japan. Short Oriental Land and Long Keisei
What is covered in the Full Insight:
  • Activist Investor Involvement
  • Operational Numbers and Growth Potential
  • Pressure to Divest Oriental Land
  • Ridership & Revenue Analysis
  • Summary & Trading Strategy
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Full Insight
(Paid Plans Only, 3-minute read)
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Henry Soediarko
Asian Insight Provider - Actionable ideas
CrossASEAN Research
IndonesiaEquity Bottom-Up
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