Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Experienced PM in Asia-focused, long-short, equity hedge funds. Top-down macro overview  generating investment themes and ideas, before moving to sector and stock selection.
The analysis of macro themes can inform your own macro strategy and/or provide a backdrop for your own stock specific research.
All information is from publicly available sources and ideas are based on our own views and analysis.

Jafco- Recent Results Highlight the Upside Case Going Forward

JAFCO (8595) In the Right Place at the Right Time

Back to Jafco- Continues to Be in the Right Place and at the Right Time

Overview #10 -China Knocks It Out of the Park

Equity Bottom-Up

<ul>
<li>Jafco divests overseas operations to focus on domestic capital markets</li>
<li>The company continues to focus on shareholder returns in a meaningful way</li>
<li>Domestic venture capital returns exceed overseas returns historically and the future looks bright</li>
</ul>


Jafco divests overseas operations to focus on domestic capital markets
The company continues to focus on shareholder returns in a meaningful way
Domestic venture capital returns exceed overseas returns historically and the future looks bright


Mitsubishi UFJ Financial (MUFG) (8306 JP)

ジャフコ（8595.T）、大規模な自社株買いと事業戦略の変更を発表、市場も好感！

Jafco Co Ltd

ジャフコ（8595.T）、大規模な自社株買いと事業戦略の変更を発表、市場も好感！