The recent road collapse incident in Yashio City, Saitama Prefecture, is believed to have been caused by a broken sewer pipe. In Japan, there are about 490,000 kilometers of sewer pipelines buried under roads for water supply and drainage. As of 2022, approximately 30,000 kilometers of these pipes have exceeded their standard lifespan of 50 …
*Symphony Financial Partners (Singapore) Pte Ltd This note is my attempt to see 1) what motivates Symphony to invest in Oyo and 2) if there is more upside to Oyo stock. Symphony’s Oyo shareholdings: On 11/8/21, it was reported that Symphony initiated a holding of 5.75% in 5/21. The VC’s holdings have fluctuated since then …
Oyo Corp (9755): What is Symphony* seeing in this geometry survey company? Read More »
*Fuji TV: a subsidiary of Fuji Media Holdings (4676) Imagine this: a major Japanese TV network, Fuji TV, goes two full months without airing a single commercial. It sounds unthinkable, but that’s exactly what’s happening. Over 80 advertisers have pulled their commercials in response to a scandal involving unwanted advances and the questionable use of …
The Real Impact of the Fuji TV* Scandal: A Broadcast Bombshel Read More »
While Covid-19 caused significant human suffering, it also unexpectedly boosted certain industries. The medical testing sector, particularly for Covid test kits, experienced substantial market growth during the pandemic. One of the key players in testing markets is Tauns with a market cap of Y63 Bn (yes, small but please read on), PE 10x, and ROE …
Tauns Laboratories (197A): One of the rare 2024 IPOs which have gone up Read More »