Ryushiro Kodaira's profile photo

Ryushiro Kodaira

Tokyo

Senior Staff Writer at Nikkei

日本経済新聞の 編集委員。ツイートは個人の意見です。

Articles

  • Sep 25, 2024 | asia.nikkei.com | Ryushiro Kodaira |Nikkei senior

    TOKYO -- If Canadian convenience store giant Alimentation Couche-Tard raises capital for its bid to acquire Japanese peer Seven & i Holdings, major shareholder CDPQ "could participate," Charles Emond, the pension fund's CEO, told Nikkei on Tuesday. CDPQ, formally known as Caisse de depot et placement du Quebec, owns 3.5% of Couche-Tard.

  • Feb 22, 2024 | asia.nikkei.com | Ryushiro Kodaira |Nikkei senior

    TOKYO -- The market rejoiced as the Nikkei Stock Average surpassed Thursday the all-time high it had reached at the height of Japan's asset bubble in December 1989. As pundits ponder what has changed during the long 34-year wait -- often described as the "lost" decades -- it is clear that this market milestone marks not a goal itself, but a new beginning.

  • Feb 12, 2024 | asia.nikkei.com | Ryushiro Kodaira |Nikkei senior

    TOKYO -- Watching the Chinese government's repeated but limited efforts to lift share prices, one can't help but wonder whether the country never learned the fundamental lessons of Japan's struggles after its asset price bubble burst. With stock prices no longer functioning as an alarm bell for China's debt crisis, the world's second-largest economy is poised to enter its own "lost decade."

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小平龍四郎
小平龍四郎 @Kodaira_Nikkei
2 Jun 25

長嶋茂雄さん、死去。 https://t.co/IswThMgzru

小平龍四郎
小平龍四郎 @Kodaira_Nikkei
2 Jun 25

筋金入りのアクティビストは長期投資家ですよね。物言う、言わないは短期、長期と関係ないと考えるべきでしょう。

IBコンサルティング
IBコンサルティング @IB57185560

T&DHDに株主提案をしたファラロン、同社には2008年から投資!17年間! 上場会社が望むように長期保有株主の議決権を優遇したらファラロンの議決権も優遇されるけど大丈夫?上場会社はもっと慎重に考えたほうがよい。安定株主の議決権が増えるからOK!という単純な話ではない https://t.co/m39Qj9Gmfd https://t.co/QnwtiHMFwh

小平龍四郎
小平龍四郎 @Kodaira_Nikkei
2 Jun 25

「のれん非償却」「減損テスト厳格化」「KAM徹底」が良いと思います。減損or償却の選択制ではなく減損一本化。良い機会だからJMISは廃止。 https://t.co/2nHfuEL2GG