Harmonic Drive: Measuring the Potential Downside Risk
With Harmonic Drive Systems (6324 JP) having rebounded as much as 56% from its trough this year, risk-reward looks decidedly less attractive now....
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Khi (7012) Given Expected Recovery in Profits, Shares Are Now Too Cheap.
The shares have underperformed TOPIX by 25% over the last 12 months and in terms of book, see chart below, are trading at near 5 year lows....
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A Round up of Some Japanese Equities Buys as We Begin the New Year.
Please see some recent buy ideas, all very cheap, that we believe offer decent longer term growth and have had a dreadful December. We have written...
640 Views
TRADE IDEA: Mitsui E&S (7003 JP) Stub - Every Dog Has Its Day
Every dog has its day and every thing has a price. Mitsui Engineer & Shipbuild (7003 JP) has been a dog that hasn't had its day in a long, long...
896 Views
Toshiba: King Street's Valuation Analysis Is... Punchy?
Part 2 of comments on King Street's deck Toshiba | Unlocking Value of October 3rd. Part 1 was in Toshiba: King Street's Buyback Proposals Lack...
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