10 Dec 2024

Summary of Monthly Update December 2024




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1 Sep 2023

Japan: Godzilla Moment

"Japan Inc. has been in transitional moment as UK/US went through in 1980s. Major driver of change is aging demography and labour shortage..."

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1 Mar 2024

Which part of market would you play?

“Topix Index = 2,152 stocks, Average PER=14.3x.., could we exploit less covered territory?...”

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