Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile
Articles by Michael Causton
Daily Brief Japan: Nintendo, Fast Retailing, Riken Corp and more
Daily Brief Thailand: Global Power Synergy Company Ltd, Bangkok Dec Con, CP Tower Growth Leasehold Property Fund, Bualuang Office Leasehold Real Estate Investment Trust, Business Alignment Public Company, CIMB Thai Bank, BBGI Public Company Limited, Firetrade Engineering, Floyd, Autocorp Holding Public Company Limited and more
Daily Brief Equity Bottom-Up: ServiceNow Q126. Tanking On Not Very Much and more
GSH Corporation is a Singapore-based property developer with a significant portfolio in Malaysia and China, encompassing residential and hospitality assets. Key properties include the Sutera Harbour Resort in Kota Kinabalu and several luxury residential projects. The company has demonstrated revenue growth in recent years, driven by its hospitality business, but has consistently failed to achieve profitability, reporting net losses for the past three fiscal years.
Daily Brief Japan: LY , Hitachi Ltd Adr, Cri Middleware, Kokusai Co Ltd, Megachips Corp, Murata Manufacturing , Asahi Broadcasting, Taiyo Kagaku, Bengo4.Com Inc and more
In today’s briefing: Yahoo to Charge Fees Again Primer: Hitachi Ltd Adr (HTHIY US) – Apr 2026 Primer: Cri Middleware (3698 JP) – Apr 2026 Primer: Kokusai Co Ltd (7722 JP) – Apr 2026 Primer: Megachips Corp (6875 JP) – Apr 2026 Primer: Murata Manufacturing (MRAAY US) – Apr 2026 Primer: Asahi Broadcasting (9405 JP) – Apr 2026 Primer: Taiyo Kagaku (2902 JP) – Apr 2026 Primer: Bengo4.Com Inc (6027 JP) – Apr 2026 Yahoo to Charge Fees Again LINE Yahoo will reintroduce merchant fees on Yahoo Shopping...
Daily Brief Japan: Sojitz Corp, TSE Tokyo Price Index TOPIX, Jiayuan International, Marubeni Corp, Open House, Vector Inc, Human Made, Wacoal Holdings, Ichibanya, Japan Post Holdings and more
In today’s briefing: Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (20 Apr 2026) Recruiting Talent May Be Another Key to Business Growth, Alongside the Hurdle Rate Sojitz (2768 JP) Vs. Dowa Holdings (5714 JP): Quant Pair Trade Signals Opportunity Primer: Marubeni Corp (8002 JP) – Apr 2026 Primer: Open House (3288 JP) – Apr 2026 Primer: Vector Inc (6058 JP) – Apr 2026 Human Made: 32% Margins Buy a Harajuku Flagship Primer: Wacoal Holdings (3591 JP) – Apr 2026 Primer: Ichibanya...
Daily Brief Japan: Sony Financial Group, Pan Pacific International Holdings, RENOVA Inc, Toei Animation, Koyou Rentia, Logizard, Miraial Co Ltd, Mitsui E&S Holdings, Poletowin Pitcrew Holdings, System Support Holdings and more
In today’s briefing: Sony Financial Group (8729) – Cheap Vs Peers and Growing Out of Its ROE Hole Pan Pacific’s New “Robin Food”: Retail Radicalism Primer: RENOVA Inc (9519 JP) – Apr 2026 Primer: Toei Animation (4816 JP) – Apr 2026 (15 Apr 2026) Ko-Yu Rentia <7081> — Fisco Company Research (16 Apr 2026) Logizard(4391 JP) — Fisco Company Research (15 Apr 2026) Miraial Co Ltd(4238 JP) — Fisco Company Research Primer: Mitsui E&S Holdings (7003 JP) – Apr 2026 (16 Apr 2026) Poletowin Pitcrew...
Daily Brief Equity Bottom-Up: This Week in AI (Mar 29 – Apr 4): OpenAI Pre-IPO $122bn Fundraising; Zhipu Results; Google Gemma 4 and more
In today’s briefing: This Week in AI (Mar 29 – Apr 4): OpenAI Pre-IPO $122bn Fundraising; Zhipu Results; Google Gemma 4 How Seria and the Other 100 Yen Stores Thrive Despite Higher Costs Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (6 Apr 2026) Primer: Hakuhodo Dy Holdings (2433 JP) – Apr 2026 Super Micro Computer’s (SMCI) $50 Billion Puzzle: Is The Market Pricing A Trust Crisis? DigitalOcean Takeover Twist: Could Katanemo Be The Missing Piece In AI Infrastructure?
Daily Brief Japan: Furukawa Electric, Seria Co Ltd, Subaru Corp, Hakuhodo Dy Holdings, TSE Tokyo Price Index TOPIX, Digital Holdings Inc and more
As Japan’s second-largest advertising holding company, Hakuhodo is well-positioned to capture growth from the ongoing shift to digital advertising, which now constitutes over 50% of the total market. The company is actively restructuring to become a data-driven ‘creativity platform,’ integrating its core agencies to provide full-funnel marketing solutions and enhance profitability.
Daily Brief Consumer: Texwinca Holdings, Alibaba, Kansai Food Market, TSE Tokyo Price Index TOPIX and more
Texwinca Holdings is a vertically integrated textile manufacturer and retailer facing significant fundamental headwinds. The core textile business, while established, operates in a highly competitive, low-margin environment, while the retail segment, under the ‘Baleno’ brand, has been a persistent underperformer.
Daily Brief Japan: Hino Motors Ltd, Bank Of Nagoya, SOLASTO CORP., Mitsui O.S.K. Lines, Kansai Food Market, TSE Tokyo Price Index TOPIX and more
💡 Before it’s here, it’s on Smartkarma The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
Daily Brief Japan: NSD Co Ltd, Workman Co Ltd, Nintendo, TSE Tokyo Price Index TOPIX and more
💡 Before it’s here, it’s on Smartkarma Sign Up for Free The Smartkarma Preview Pass is your entry to the Independent Investment Research Network ✓ Unlimited Research Summaries ✓ Personalised Alerts ✓ Custom Watchlists ✓ Company Data and News ✓ Events & Webinars
Daily Brief Japan: Toyota Motor, Toho Titanium, Logizard, TMS, Moresco Corp, Cosmos Pharmaceutical, Santen Pharmaceutical, Sodick Co Ltd, Terilogy Holdings, Restar Holdings Corporation and more | Smartkarma
In today’s briefing: Aequitas: Toyota Motors Cross-Shareholding – Possible US$19bn Unwind, Might Not Be Soon Toho Titanium (5727 JP): JX Advanced (5016 JP)’s Opportunistically Timed Share Exchange Primer: Logizard (4391 JP) – Feb 2026 (25 Feb 2026) Timus<4891> — Fisco Company Research Moresco (5018 JP) – Lower Crude Oil Prices Boost Earnings, What Lies Ahead for Structural Reforms?
In today’s briefing: [Quiddity Index] Nikkei 225 Sep26 Rebal Preview II – 2 Auto ADDs, 1 Extra Likely, 1 Cap Updating the Relationship Between P/B and ROE Primer: Christian Dior SE (CDI FP) – Feb 2026 Dentsu Group — New CEO to drive transformation Primer: JNBY Design Ltd (3306 HK) – Feb 2026 TSI Invests but Struggles with Core Business and Layoffs (18 Feb 2026) Daikoku Denki(6430 JP) — Fisco Company Research Primer: Kangwon Land (035250 KS) – Feb 2026 (18 Feb 2026) Toyokoh(341A JP) — Fisco...
Daily Brief Consumer: Coway Co Ltd, TSE Tokyo Price Index TOPIX, Seven & I Holdings, Marriott International, Coca Cola Co, Lifevantage , JDE Peet's, Borussia Dortmund GmbH & Co KG, Vinfast, Ishares North American Tech- and more | Smartkarma
In today’s briefing: Align Partners Goes Activist on Coway Again + BOD Chairman to Buy 10 Billion Won of Coway Shares To Raise the P/B of Listed Companies, the ROE of Half of Them Must Be Lifted Above the Threshold Lawson and FamilyMart: Now Better than Seven Eleven?
Daily Brief Equity Bottom-Up: SMC (6273 JP): Share Price Chasing Orders Up and more
💡 Before it’s here, it’s on Smartkarma The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
Daily Brief Japan: Sankei Real Estate, Mazda Motor, Ezaki Glico, Tsuruha Holdings, J Oil Mills Inc, Nishimatsu Construction Co, NSK Ltd, Preferred Networks, Segue Group, Sji Inc and more | Smartkarma
In today’s briefing: Sankei Real Estate (2972 JP): Murakami Entities Throw a Spanner in the Works Mazda Motor(7261 JP):Challenger Spirit; Cost Discipline, Strong Foundation for Next Fiscal Year Japan Activism Briefs | Ezaki Glico, SMS, NS United Could Discounters Derail Tsuruha-Welcia’s Ambitions?
Daily Brief Japan: Toyota Industries, Sankei Real Estate, Aeon Co Ltd, Meisei Industrial and more
In today’s briefing: Merger Arb Mondays (26 Jan) – Toyota Ind, Raksul, Mamezo, Skyworth, IJM, ENN, Australian Strategic [Japan M&A/Activism] Murakami Group Jump into Sankei REIT (2972) Complicating Things Aeon Restructures Mid-Sized Supermarkets in Kansai and Tokyo but Is It Enough?
Daily Brief Japan: DISCO Corp, Ministop Co Ltd, Nikkei 225, Acom Co Ltd and more
Acom is a leading Japanese consumer finance company with a strong market position, particularly in loan guarantees where its group holds over 20% market share, but faces a highly competitive domestic landscape. • While the company has demonstrated consistent revenue growth and a strong commitment to shareholder returns through rapidly growing dividends, its profitability has significantly declined in the last three years, with net income and cash flows showing negative compound annual growth.
Daily Brief Japan: Raksul Inc, Johnan Academic Preparatory, TSE Tokyo Price Index TOPIX, JINS Inc, Takashima &, Tobishima Holdings, Tokai Corp/Gifu, Ebara Jitsugyo, Yamatane Corp and more | Smartkarma
In today’s briefing: [Japan M&A/Activism] The Raksul MBO Is In Danger; Bump Clearly Needed (20 Jan 2026) Johnan Academic Preparatory(4720 JP) — Fisco Company Research Verifying the Background and Skills of Independent Directors Is More Important than Ever JINS Targets Foreigners in Stagnant Local Market (19 Jan 2026) Primo Global Holdings(367A JP) — Fisco Company Research (20 Jan 2026) Takashima &(8007 JP) — Fisco Company Research (20 Jan 2026) Fly Island Holdings <256A> — Fisco Company...
Daily Brief Consumer: Alibaba, Shadowfax Technologies, Toyota Motor, Churchill China, J Front Retailing, TSE Tokyo Price Index TOPIX and more
💡 Before it’s here, it’s on Smartkarma Sign Up for Free The Smartkarma Preview Pass is your entry to the Independent Investment Research Network ✓ Unlimited Research Summaries ✓ Personalised Alerts ✓ Custom Watchlists ✓ Company Data and News ✓ Events & Webinars
Daily Brief Thematic (Sector/Industry): Ohayo Japan | US Stocks Slide in Final Stretch; Silver & Gold Plunge and more
💡 Before it’s here, it’s on Smartkarma The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
Daily Brief Consumer: Sony Corp, Lamb Weston Holdings, Krispy Kreme , Trip.com, Conagra Foods, United Arrows, Victoria PLC, Coty Inc Cl A and more
💡 Before it’s here, it’s on Smartkarma Sign Up for Free The Smartkarma Preview Pass is your entry to the Independent Investment Research Network ✓ Unlimited Research Summaries ✓ Personalised Alerts ✓ Custom Watchlists ✓ Company Data and News ✓ Events & Webinars
Daily Brief Japan: Sony Corp, United Arrows and more
💡 Before it’s here, it’s on Smartkarma Sign Up for Free The Smartkarma Preview Pass is your entry to the Independent Investment Research Network ✓ Unlimited Research Summaries ✓ Personalised Alerts ✓ Custom Watchlists ✓ Company Data and News ✓ Events & Webinars
Daily Brief Event-Driven: OCI Global’s Merger and more
In today’s briefing: OCI Global’s Merger Aimed Bio Set for KOSDAQ 150 Fast-Entry: Selvas AI Faces Exit Doosan Corp To Sell 18.05% Stake in Doosan Robotics for 948 Billion Won Decoding the Cobrapost Allegations on Murugappa Group: Noise Vs. Structural Governance Risk World Absorbs Right On but It Is a Money Pit OCI Global’s Merger In what can only be described as a masterclass in public equity value destruction disguised as strategic transformation, OCI Global (Euronext: OCI) announced on...
Daily Brief Japan: Toyota Industries, Iino Kaiun Kaisha, Nippon Aqua, Lifenet Insurance Company, Toyota Motor, Seven & I Holdings, Santen Pharmaceutical, Toho Gas Co Ltd, Renaissance Inc, IBJ and more | Smartkarma
In today’s briefing: Toyota Industries (6201 JP): Elliott Ramps up the Pressure IINO Kaiun Kaisha (9119 JP) – Navigating the Cycle with Structural Resilience Q3 Follow-Up: Nippon Aqua (1429 JP) – November 28, 2025 LIFENET INSURANCE COMPANY (7157 JP) – Strategic Clarity on the Path to Growth Toyota Motor (7203 JP) Tactical Outlook: Undervalued and Rising Seven Eleven: Still a Work in Progress as Lawson and Familymart Innovate Santen Pharmaceutical (4536 JP): Sequential Improvement, Guidance...
Daily Brief Japan: Toyota Industries, Iino Kaiun Kaisha, Lifenet Insurance Company, Nippon Aqua, Toyota Motor, Seven & I Holdings, Santen Pharmaceutical, Toho Gas Co Ltd, Renaissance Inc, IBJ and more | Smartkarma
In today’s briefing: Toyota Industries (6201 JP): Elliott Ramps up the Pressure IINO Kaiun Kaisha (9119 JP) – Navigating the Cycle with Structural Resilience LIFENET INSURANCE COMPANY (7157 JP) – Strategic Clarity on the Path to Growth Q3 Follow-Up: Nippon Aqua (1429 JP) – November 28, 2025 Toyota Motor (7203 JP) Tactical Outlook: Undervalued and Rising Seven Eleven: Still a Work in Progress as Lawson and Familymart Innovate Santen Pharmaceutical (4536 JP): Sequential Improvement, Guidance...
Daily Brief Event-Driven: Dongfeng (489 HK): Revisiting VOYAH's Spin-Off Valuation and more
💡 Before it’s here, it’s on Smartkarma Sign Up for Free The Smartkarma Preview Pass is your entry to the Independent Investment Research Network ✓ Unlimited Research Summaries ✓ Personalised Alerts ✓ Custom Watchlists ✓ Company Data and News ✓ Events & Webinars
Daily Brief Japan: SBI Shinsei Bank, Nikkei 225, Tsuruha Holdings, JFE Holdings, Geechs Inc, Itoki Corp, Kyowa Kirin Co Ltd, Isamu Paint, Smk Corp, Sysmex and more | Smartkarma
In today’s briefing: [Japan IPO] The SBI Shinsei Bank (8303 JP) IPO; Cosmetically Pretty, Otherwise Meh 2026 High Conviction – Japan’s Triple Play: How PBR Reform, AI, and Banks Unlock Alpha Tsuruha-Welcia: Will Scale Translate into Profit?
Daily Brief Japan: Softbank Group, Tekscend Photomask, Srg Takamiya, Hikari Tsushin, Trial Holdings, Ce Holdings, Ngk Spark Plug, Chiba Kogyo Bank, Sanyo Trading, Water Direct and more | Smartkarma
In today’s briefing: Softbank Group: Performance Powered by OpenAI.
Daily Brief ECM: Pine Labs IPO - RHP Updates and Thoughts on Valuation and more
In today’s briefing: Pine Labs IPO – RHP Updates and Thoughts on Valuation [456A JP] Human Made IPO a Testament to Japan’s Creative Muscle CMTX IPO Book Building Results Analysis Alebund (礼邦生物) Pre-IPO Quick Take: A Niche Renal Specialist WT Micro GDR Early Look – Not a Small One to Digest but Last Offering Did Well BillionToOne, Inc.
Daily Brief Japan: Human Made, TSE Tokyo Price Index TOPIX, Shofu Inc, Ebara Foods Industry, Inabata & Co, IPS Inc, Nissan Motor (ADR), Nagase & Co Ltd, Jaccs Co Ltd, Geo Holdings and more | Smartkarma
In today’s briefing: [456A JP] Human Made IPO a Testament to Japan’s Creative Muscle Will Strengthened Disclosure Rules and Tax Incentives Drive Growth Investment?
In today’s briefing: Ohayo Japan | Big Tech Capex Tests Wall Street Nerves Japan Morning Connection: Strong Mega-Tech Numbers AH Will Boost the Mood After Meta and MSFT Drag Thematic Report: Aluminum’s Growth Story- Investing in the Future of Essential Metals The Great Divide: Fashion Retail’s Oligopoly Ohayo Japan | Big Tech Capex Tests Wall Street Nerves Tech-Led selloff as Meta (-11%) and Microsoft (-3%) slumped on higher spending forecasts; health stocks rose on Eli Lilly’s strong results.
Daily Brief Equity Bottom-Up: Zijin Mining – Structural Re-Rate Underway; Q3 Results Validate Copper–Gold Flywheel + Spin Unlock and more | Smartkarma
In today’s briefing: Zijin Mining – Structural Re-Rate Underway; Q3 Results Validate Copper–Gold Flywheel + Spin Unlock Primer: Mayne Pharma (MYX AU) – Oct 2025 ICICI Prudential Life (IPRU IN) Vs. ICICI Lombard General (ICICIGI IN): Stat Arb Targeting 5% Return WRKR Ltd – Investment ramps up for new revenue Primer: GoodRx Holdings Inc (GDRX US) – Oct 2025 Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (20 Oct) IStyle: An Omnichannel Benchmark Benefitting from Amazon Shareholding...
Daily Brief Japan: ABC Mart, Fast Retailing, Yoshinoya Holdings, TSE Tokyo Price Index TOPIX, Relo Group, Shin Pro Maint, Tokai Holdings, Creek & River, EJ Holdings Inc and more | Smartkarma
In today’s briefing: ABC Mart (2670 JP) Vs. Fast Retailing (9983 JP): Quant-Driven Japan Retail Pair Trade Uniqlo Breaks Through ¥1 Trillion Milestone at Home but Group ¥10 Trillion Target Remains Elusive Yoshinoya Holdings (9861 JP): 1H FY2/26 flash update The Key Is when the Next Move Will Come that Steers Away from Increasing Cash on Hand (10 Oct 2025) Relo Group(8876 JP) — Fisco Company Research Shin Pro Maint (6086 JP): 1H FY02/26 flash update (10 Oct 2025) Tokai Holdings(3167 JP) —...
Daily Brief Consumer: Jumia Technologies AG, TSE Tokyo Price Index TOPIX, Tsi Holdings, BYD, Yukiguni Maitake, Campbell Soup Co, Macy's Inc, M.P. Evans and more | Smartkarma
In today’s briefing: Is there a future for the ‘Amazon of Africa’? Both Bond Investors and Stock Investors Are Focused on Future Cash Flows that a Company Will Produce TSI Buys Freak’s Store Owner Daytona International BYD (1211 HK) Tactical Outlook: Rally or Bear Rally?
Daily Brief Event-Driven: Introducing Trading Opportunities from Newly Listed Top 3 Korea Sector ETF Futures and more
In today’s briefing: Introducing Trading Opportunities from Newly Listed Top 3 Korea Sector ETF Futures Jinke Smart (9666 HK): Boyu’s Offer Now Unconditional Vivani Medical Prepares Spin-Off of Cortigent: Neuromodulation Gets Its Own Spotlight TSI Buys Freak’s Store Owner Daytona International Introducing Trading Opportunities from Newly Listed Top 3 Korea Sector ETF Futures New futures launched on KRX Semis, PLUS K-Defense, and SOL Shipbuilding ETFs — the first sector-focused ETFs over 1T...
In today’s briefing: Dialogue. Axon & Coupang Update, Outperforming Expectations, Drones, New Markets, Taiwan & Cloud Autodesk Is Looking To Reinvent Online Sales—Can Direct Channels Unlock New Avenues For Growth? DICK’S Sporting Goods: The 6 Key Drivers Shaping Its Performance in 2025 & Beyond! Alibaba’s AI Chip Leap: A Threat To Nvidia’s China Dominance? [Xiaomi Inc.
Daily Brief Consumer: Dick's Sporting Goods, Alibaba, Hang Seng Index, Pan Pacific International Holdings, Williams Sonoma, Tesla , Dollar General, TSE Tokyo Price Index TOPIX, Kraft Heinz Co and more | Smartkarma
In today’s briefing: DICK’S Sporting Goods: The 6 Key Drivers Shaping Its Performance in 2025 & Beyond! Alibaba’s AI Chip Leap: A Threat To Nvidia’s China Dominance? Hong Kong Single Stock Options Weekly (Sep 01–05): Option Activity Eases, Speculation In Focus [Alibaba (BABA US, BUY, TP US$181) Target Price Change]: C2Q25 Review: Who Will Rescue Meituan?
Daily Brief Consumer: PointsBet Holdings , GMO Internet, Pan Pacific International Holdings, Oisix ra daichi, Milky Mist Dairy Food Ltd, Las Vegas Sands, Hilton Worldwide Holdings , Netflix Inc, Wyndham Hotels & Resorts and more | Smartkarma
In today’s briefing: PointsBet (PBH AU): Either Betr Pulls A Rabbit Out Of The Hat, Or Walks StubWorld: Stay Short On GMO Internet (4784 JP); Haw Par Now Even More Stretched Don Quijote: Fitness, Tourists and Social Media PointsBet (PBH AU): Betr Bumps Its Offer, but Is It Superior to Mixi?
Weekly Top Ten Event-Driven and Index Rebalance - Jul 27, 2025
This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. The Final ACT Comedy of Errors Opens the Way for Real Value to Emerge at Seven & I ACT’s bid for Seven & I has been withdrawn and Seven will be better off long-term because of it – although we detail here how competitors are catching up fast.
Daily Brief Japan: Lifenet Insurance Company, Kawasaki Heavy Industries, Seven & I Holdings, Eiken Chemical, JPY, Japan System Techniques Co, D.Western Therapeutics Institute Inc. and more | Smartkarma
In today’s briefing: [Japan Index] Lifenet Insurance (7157) Super Green TOPIX Inclusion Kawasaki Heavy (7012 JP): Cheaper than Peers with Index Inclusion Kicker Crime Scene Investigation: How Seven&I (3382-JP) Murdered the ACT (ATD-CA) Deal The Final ACT Comedy of Errors Opens the Way for Real Value to Emerge at Seven & I Japan Activism Briefs | Noritake, Square Enix, Eiken Chemical Global FX: Japan & US policy implications for FX Q4 Follow-Up: Japan System Techniques (4323 JP) – July 7, 2025...
Daily Brief Event-Driven: FWD Group (1828 HK): Offering Details & Index Entry Timeline and more
In today’s briefing: FWD Group (1828 HK): Offering Details & Index Entry Timeline Santos (STO AU): Why FIRB Should Block ADNOC’s Takeover New World Resources (NWC AU): Kinterra Firms A$0.057/Share Off-Market Offer New World Resources (NWC AU): CAML Raises to A$0.062, Next Move Kinterra RLE REIT Liquidation Strategy: Potential Upside, Risks, and Market Conditions Impacting Asset Sales Ain’s Purchase of Kraft a Sign of More Drugstore M&A to Come Nanoco: Potential Upside Amidst IP Valuation and...
Daily Brief Equity Bottom-Up: No Visa For Group Tour Visitors from China to South Korea Likely Starting 3Q 2025 and more
In today’s briefing: No Visa For Group Tour Visitors from China to South Korea Likely Starting 3Q 2025 Isetan Shinjuku Takes 24% of Tokyo Market but Worries for Future TSMC News: Kumamoto Postponed, Maybe Germany Too. Arizona Accelerating. N2 Yield Rates. Tabio: Licensing and Overseas Expansion Should Boost Sock Retailer Turning Bearish: Hang Lung Properties Going Through a Perfect Storm Nippo Ltd.
Daily Brief Japan: Toyota Industries, Isetan Mitsukoshi Holdings Ltd, Tabio Corp, Sinfonia Technology, Nippo Ltd, TSE Tokyo Price Index TOPIX, SanBio Co Ltd, Tekken Corp and more | Smartkarma
In today’s briefing: Toyota Industries (6201 JP): Thoughts on Intrinsic Value Isetan Shinjuku Takes 24% of Tokyo Market but Worries for Future Tabio: Licensing and Overseas Expansion Should Boost Sock Retailer Sinfonia (6507) | A Moment to Take Stock Nippo Ltd.
Daily Brief Equity Bottom-Up: Nvidia’s Jensen Complaining About Export Restrictions to China: How Much Is at Stake? Quite a Lot. and more
In today’s briefing: Nvidia’s Jensen Complaining About Export Restrictions to China: How Much Is at Stake? Quite a Lot. Conbini Winning by Adding Value but Not Seven Eleven Netflix Faces The Heat & The Spotlight: Is The Streaming Giant Still A Safe Bet? GlobalWafers (6488.TT): Shareholders’ Meeting Held; US Tariff Effects Pending; SiC Chances Ahead. Silergy (6415.TT): Annual Growth Could Be Lower Than Earlier Expectation Of 20-25%.
Daily Brief Japan: Sankyo Co Ltd, Shibaura Electronics, Toyota Industries, Oisix ra daichi and more
In today’s briefing: Asian Dividend Gems: Sankyo Co (Mostly) Asia-Pac M&A: Ainsworth Game, Bright Smart, PointsBet, Dickson Concepts, Canvest, Shibaura Last Week in Event SPACE: Toyota, Rio Tinto, Hainan Meilan, Fujitsu General Oisix: Major Growth Expected in Foodtech Asian Dividend Gems: Sankyo Co Sankyo is a leading Japanese maker of Pachinko and Pachislot machines. The company has a consistent record of generating positive free cash flow and operating cash flow.
Daily Brief Equity Bottom-Up: Asian Dividend Gems: Sankyo Co and more
In today’s briefing: Asian Dividend Gems: Sankyo Co The Interpublic Group of Companies (IPG): Solid Merger Synergies With Omnicom But These Are The 4 BIGGEST Roadblocks In Its Path! Tractor Supply Company’s PetRx Play: Could This Be the Ultimate Disrupter in Pet Medication? VeriSign’s Domain Name Registration Growth Is Here To Stay But What Are The Challenges Ahead?
Daily Brief Japan: Daihatsu Diesel Mfg, Shibaura Electronics, DISCO Corp, Aeon Co Ltd and more
In today’s briefing: *NEW* USTR Section 301 Proposed Actions on China Maritime Dominance Weekly Deals Digest (20 Apr) – Shibaura Electronics, Topcon, Jamco, TRYT, Canvest, ENN, Insignia DISCO: Growth Is Slowing Down, the Stock Is Still Expensive Aeon’s Plans to Absorb Aeon Mall and Aeon Delight Will Help Margin Growth *NEW* USTR Section 301 Proposed Actions on China Maritime Dominance Biden’s USTR came out with a flawed Section 301 report on Chinese maritime “dominance” in January.
In today’s briefing: Meitetsu Transport (9077JP) Confirms Closure of Last Department Store Hisamitsu Pharmaceutical (4530 JP): Salonpas Holds Fort; New Products Ramp-Up; Stable FY26 Expected Korea: Short Selling Data Analysis (Which Stocks Are the Gainers and the Losers?) Meitetsu Transport (9077JP) Confirms Closure of Last Department Store Until quite recently, Nagoya had seven department stores but will soon have just four.
Daily Brief Thematic (Sector/Industry): Impact of US Tariffs on Inflation and more
In today’s briefing: Impact of US Tariffs on Inflation, Disposable Income and GDP Why Silver Is Falling?
Daily Brief Industrials: DN Solutions, Shenzhen International, Itochu Corp, FedEx Corp and more
In today’s briefing: DN Solutions IPO: Valuation Insights Shenzhen Intl (152 HK): Delivered as Promised Itochu the Fashion Giant Doubles Down on Brand Business FedEx’s $600 Million Secret: Cost Cuts, Controversy, and a Game-Changing Split! DN Solutions IPO: Valuation Insights DN Solutions (298440 KS), the third-largest machining centre/turning centre machine tool manufacturer, seeks to raise US$1.1 billion in a KRX IPO.
Show More
loading
Actions
Is this you?
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.Get in touch with Michael
Contact Michael, search articles and posts on X, monitor coverage, and track replies from one place.
Learn more about Muck Rack