Dalton Investments, known for its deep involvement with companies like Fuji Media, Ezaki Glico, and Toyo Suisan, has now adopted a different approach to activism with Helios Techno. On 5/9/24, Helios upped its OP guidance for FY3/25 by 26.8% from the one issued on 2/7/25. The stock was down by 8% on 5/12, maybe due …
Foodie Tourism Tourism is becoming one of the major industries in Japan. The Value of tourism expenditure in 2023 was Y 28.1 Tn vs. GDP in 2023 at Y591.1 Tn, a 4.75% of GDP. Mastercard reported last week that the top foreign destination among Americans is Japan. Likely a reflection of the recent rising …
With GENDA trading at the lower end of its recent range, I took the opportunity to reassess its investment merits. During this review, I came across an intriguing report—Valuation Analysis by Capital Growth Strategies, a sponsored research firm. The report is attached for reference. Additionally, their initiation piece is available on GENDA’s IR page for …
Genda (9166) – Is its consensus fundamentally wrong?? Read More »