China’s Rude Awakening - Review of Our Best and Worst Calls in 2018+Top Trade Ideas Q1 2019
Our calls had great successes this year starting off calling out a fraudulent US holding company boasting of “world class” AI development in...
839 Views
COM7 (COM7 TB): Acquisition to Support Aggressive Expansion
Improving asset turnover, good risk adjusted price momentum, and relatively strong analyst recommendations relative to its sector Larger...
858 Views
RRG Global Macro - US Fed Positive Outlook - Stocks Fall. Politics Take Over from Fundamentals
US: Stocks fall on political turmoil despite positive noises from the Fed with a dovish rate hike, a reduction in expected 2019 hikes and positive...
842 Views
Japan Telcos: Generally Positive After Recent Meetings in Tokyo.
We recently met NTT Docomo (9437 JP) NTT (Nippon Telegraph & Telephone) (9432 JP), KDDI (9433 JP), and Rakuten (4755 JP) in Tokyo. Softbank...
535 Views
DeNA (2432): Undervalued Internet Stock
Dena Co Ltd (2432 JP) used to be the GO-GO internet stock for both retail and institutional investors in Japan during the previous bull run before...
1.1k Views