Recruit Holdings - Risk Reward Shifting
Since the deal was announced on 24th Aug 2016, Recruit shares have held up remarkably well post the initial knee-jerk correction in share price. We...
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Recruit Offering: Offer Details Update & Shareholder Overhang Structure
A day after the August 24th announcement by Recruit Holdings Co Ltd (6098 JP) of a secondary offering selldown of roughly 11% of shares outstanding...
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Short Sell Research Vs The Japan Stock Market Blob
Two recent press articles "Muddy Waters and Andrew Left: the short sellers having a ball" (...
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Narrow Bodies Equal Fat Profits: How Investors Can Capitalize on the Aerospace Boom
This year marks the start of an unprecedented production increase in narrow-body passenger aircraft, a category that we believe is the major profit...
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Container Shipping - Freight Rates Bottoming Out ?
Carriers have withdrawn extremely low spot market freight rates on some, but not all, routesDrewry’s Global Freight Rate Index, a weighted average...
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