by Investment and Research Team
Period : April 11, 2023 – April 17, 2023
Category : [Business]
-Policies and business activities related to Japan investment opportunities-
● SoftBank moves to sell down most of its Alibaba stake
> “Softbank always takes dynamic liquidity management.”
● Warren Buffett’s Japan Bet Is Paying Off Big
● Warren Buffett: why he bought 5 Japanese trading houses – CNBC
> “Generally, western investors avoid trading houses due to conglomerate discount, but Mr. Buffet might have found upside potential.”
● Elliott and other activists shake corporate Japan into action on investor returns
> “Proposals shall work as long as activists do not look for short term gain that may damage long term corporate profitability.”
● Goldman Sachs to start offering transaction banking services in Japan
> “While Japanese banks are looking to expand to new services, it is quite surprising why GS wish to expand to transaction banking services.”