U.S. Equity Strategy: Up and to the Right
We continue to observe the market broadening out into the Cyclical areas of the economy. Our outlook remains bullish and we believe the trajectory...
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Hitachi Deal for Yungtay Completes But Control Is Elusive
The results are in. Hitachi Ltd (6501 JP)'s Taiwanese elevator subsidiary "successfully" completed the Tender Offer. The Tender Offer reached its...
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Hitachi Bumps Yungtay Bid to NT$65. Take It.
This was the basis of the trade. Hitachi Ltd (6501 JP) has been susceptible to pressure for a bump since even before the Tender Offer was announced...
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Knorr Bremse to List on the Frankfurt Stock Exchange by the End of This Year
The company announced on the 17th of September that it plans to list on the Frankfurt stock exchange this year and could emerge as the second...
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We Examine the Value Of "New" Toshiba as Bain Enters the Picture and WDC Scuffle Threatens Financing
Bain, Sharp and WDC PostureThe chip business sale process continues to evolve as reports throughout the week have discussed the INCJ raising cash...
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