Kadokawa (9468 JP): Take Profits as a Sony Privatisation Rumours Surface
While an acquisition has a strong strategic rationale, the upside is limited as the last close reflects a significant takeover premium. There is a...
314 Views
Shinko Electric (6967 JP) Takeover - THIS Is a Dip to Buy
Shinko Electric (6967 has been pushed down 7 days in a row, from ¥5400 to ¥5200. The TSE data for the first four of those 7 days shows >$8mm...
811 Views
Trump Watch: Possible U-Turn on Tariffs?
Our Geopolitical team is wrapping up an analysis on the escalating Ukraine-Russia conflict. In the meantime, here’s a piece we believe markets...
227 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
342 Views
S&P/ASX Index Rebalance Preview (Dec 2024): Dexus and Spark NZ with Double Deletions
CAR Group could replace Dexus in the ASX50, and Clarity Pharma could replace Spark NZ in the ASX200. Dexus and Spark NZ are also deletes from a...
283 Views