HC Picks 370

November 16, 2022
by Investment and Research Team

Period : November 8, 2022 – November 14, 2022

Category : [Policy (BOJ)] [Business]

-Policies and business activities related to Japan investment opportunities-

● Bank of Japan to maintain easing, watch impact of global tightening: chief

 > “At least BOJ is prioritizing stability which is favorable for residents.”

#Policy (BOJ)

● Japan to invest $500 mln to manufacture advanced chips

 > “Good news for corporate Japan.”

● Seven & i to sell Sogo & Seibu dept. stores to Fortress Investment

 > “If Fortress spends too much time and expenses on adding value to Yodobashi business, this wouldn’t look like a real estate deal.”


● FTX Japan to Go Into ‘Close-Only’ Mode Following Regulator’s Order to Suspend Operations

● SoftBank Is Said to Expect About $100 Million Loss on FTX Stake

 > “Evaluating new business is always difficult. Rather than being too excited in new things, it is important to analyze business cash flow and legal/compliance aspects.”