Iwatani: The Unsexy Ageing Demographic Play with a Pinch of Hydrogen Economy and a Dash of 10x PE
Iwatani Corp (8088 JP) is an Osaka-based small cap of JPY206bn market cap with a daily trading value of around JPY500m that we consider to have...
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Air Water To Take The Rest of Kawasaki Kasei Chem
On the 7th of February after the close, Air Water Inc (4088 JP)announced it would launch a Tender Offer to buy out minorities of its 47.0%-owned...
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Look to Commodity Sectors for Leadership
While Tech continues to plot higher, still mocking reversion-to-the-mean forces, sector leadership is broadening into value segments. Two...
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Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
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USD/JPY Macro Low and Fresh Position Webcast
Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...
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