Discover and read the best of Twitter Threads about #JapanDeepvalue

Most recents (2)

Japan is an unattractive equity market for global investors. Its companies are accused of being too conservative with poor corporate governance and low shareholder returns. It is interesting to analyze what happened this week with the takeover bid for Kanematsu Electronics $8096
Kanematsu Corp. ($8020) has just launched a takeover bid for Kanematsu Electronics ($8096). It has always been its controlling shareholder (before the takeover bid, it held 57.84% of Kanematsu electronics. it is worth analyzing the negotiations between the 2 boards of directors
The Company received a proposal from the Tender Offeror (....) toward the implementation of the Transaction on September 28, 2022. On October 3, the Company submitted a letter of consent to begin consideration and discussions toward the Transaction.
Read 21 tweets
Aunque existe la sensación generalizada de que hay una generación que va a "vivir peor que la de sus padres" para mi hay un aspecto clave.

Hoy hablaremos de REPRESIÓN FINANCIERA📉
La represión financiera, término que aprendí de @marcgarrigasait, es una idea que repetimos mucho en las cartas trimestrales de @KOALASICAV, @PandaAgricultur y #JapanDeepValue.

¿Qué es exactamente?
La represión financiera se evidencia en el castigo y persecución del ahorro por parte del estado con las políticas monetaria y fiscal.

Aunque no lo parezca, esto es un fenómeno relativamente nuevo, típico de los últimos 20 años.
Read 10 tweets

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