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...
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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...
812 Views
[Alibaba (BABA US, BUY, TP US$120) Earnings Review]: Progress Made, Better Times Ahead
BABA's latest financial report shows improved performance across key businesses, with growth in cloud and overseas e-commerce revenue.
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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...
228 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...
350 Views