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Well, A3 & Aeria

2017.10.26 by Japan Analytics Leave a Comment

Well Investments Research has just published a report on Aeria (3758) which can be found here.

We thought we would contribute to the debate by adding a few charts from our App.

The stock has fallen 46% in the last three months but is still up 170% over 1 year and flirted with our ‘overbought’ line in July.

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Filed Under: Blog Tagged With: 3758

AVI, TBS & TEL

2017.10.25 by Japan Analytics Leave a Comment

Asset Value Investors of the UK with a 1.5% stake in Tokyo Broadcasting System (TBS) (9401:JP) is campaigning for TBS to sell or reduce its long-held 4.7% stake in Tokyo Electron (TEL) (8035).

TBS was a serial under-performer from 2008 to 2014 but, with the shares having doubled since 2012, its recent relative performance has improved.

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Filed Under: Blog Tagged With: 8035, 9401

Cash is a fact, profit is an opinion

2017.10.21 by Japan Analytics Leave a Comment

“Cash is a fact, profit is an opinion” – Alfred Rappaport

The usefulness of cash flow in valuation is debatable, but cash flow analysis often provides a better picture of business reality.

As an example, let’s look at three diversified industrial electronics companies, Hitachi (6501), Mitsubishi Electric (6503) and Toshiba (6502).

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Filed Under: Blog Tagged With: 6501, 6502, 6503

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