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PANASONIC ... (+20)
Japan's misguided Matryoshka M&A
​In the last 25 years, Intel Corp on its own has managed to make 31% more net income than all 20 of Japan’s largest tech companies combined on a currency adjusted basis. That is right. Intel on its own has thumped the likes of Sony, Panasonic, Toshiba, Sharp, Mitsubishi Electric, NEC, Hitachi, Fujitsu, Fuji Film, Konica Minolta, Brother, Nidec, Kyocera, Canon, Olympus, TDK, TEL, Ricoh, Advantest and Nikon combined. Intel does one thing very well, commands huge market shares and ensures its p...
PANASONIC
TOSHIBA
SHARP
MITSUBISHI ELECTRIC
NEC
HITACHI
FUJITSU
FUJI FILM
KONICA MINOLTA
BROTHER
NIDEC
KYOCERA
CANON
OLYMPUS
TDK
TEL
RICOH
ADVANTEST NIKON INTEL
SAMSUNG APPLE CASIO NOKIA ELPIDA RENESAS ZUIKO SERIA INFOMART M3 TAIKO
Elections, Polls, Terrorism and Financial Market Behaviour
​MIT economist Jonathan Gruber’s candour shocked many when he said that Obamacare could only be passed into legislation if it was “written in a tortured way†so it could play to the “stupidity of the American voter.†While politicians on both sides of the political divide were quick to support the ‘intelligence’ of their constituents the reality today is that ‘actual’ voter turnout across the globe, including America has been steadily falling over the last six decades and the...
The problem with all-you-can-eat ETFs in Japan
​ETFs are hitting the market faster than the dim-sum trolley can circle the banquet hall. Charles Schwab, in the 12 months to July 2015, saw a 130-fold preference of ETF over mutual funds given their relative simplicity, cost and transparency. It sure sounds good but for all the exotic flavours of ETFs one can feast on, one needs to be wary of indigestion when stomaching bear claws. To show what an upset bear is capable of - the most recent stock market rout from Aug 17th, 2015 - stocks which ...
ETF Behaviour in Bear Markets
​Assets invested in ETF/Ps comprise around $3 trillion globally. Put simply the new funds flowing into ETFs vs. traditional mutual funds is at a 100:1 ratio and in terms of AUM is on par with total hedge fund assets which have been in existence for 3 times as long. Although ETF products have been around for a quarter of a century, they have only really started to become meaningful since Lehman Shock. However ETFs, despite increasing levels of sophistication, have brought about higher levels of...
Corporate Governance Guidebook for Japanese Companies
Analogica KK conducts an in-depth approach to how Japanese companies are taking on the new Corporate Governance Code introduced recently by the Abe government. We believe that no corporate governance code is perfect given many corporate failures that have occurred since SOX's introduction) but Japanese companies must move away from making 'safe' choices and pursue independent directors that will add real value to the boardroom. We also compare global regulators and assess how budgets, techno...
Corporate Governance in Japan (日本語版）
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