Global Special Situations & Strategy, SR Services Ltd

David Lepper

Global Special Situations & Strategy

SR Services Ltd

SR Services provides Strategic Knowledge and Solutions services for Family Offices and Corporate Business. 

We deliver this via advisory services, strategic planning, opportunity analysis/sourcing, as well as solution implementation. 

Whilst, we create intellectual discipline and operational leverage for your projects or daily activities, our ultimate objective is to empower whilst enhancing your decision making. 

Strategic Knowledge and Solutions

Cross Asset Strategy

Growth as a style has been the “norm” for years, is the “norm” about to end? The continued strategies by Central Bank’s towards a “lower for longer stance around interest rates”, extended the underperformance of value for most of 2020. However, with the value/growth investment style ratio at 20-year lows, we present 27 names which hold characteristics worthy of further review.

Growth as a style has been the “norm” for years, is the “norm” about to end? The continued strategies by Central Bank’s towards a “lower for longer stance around interest rates”, extended the underperformance of value for most of 2020. However, with the value/growth investment style ratio at 20-year lows, we present 27 names which hold characteristics worthy of further review. 

Screening the Silk Road: Q1 2021 All Cap Screening - Free Cashflow (FCF)

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Equity Bottom-Up

On Thursday 19 March, small cap <a href="https://www.smartkarma.com/entities/doshisha-co-ltd" target="_blank" data-smartkarma-citation="entities:2097:1" rel="noopener">Doshisha Co Ltd (7483 JP)</a> made an <a href="https://www.doshisha.co.jp/dcs/wp-content/uploads/2020/03/20-03-19.pdf" target="_blank" rel="noopener">announcement</a> of a buyback of up to 2 million shares for up to ¥2.6 billion. The buyback will be conducted on-market from 23 March through 31 December. That is 5.5% of shares out.  It is a big buyback for an odd little company.Doshisha is engaged in the business of planning and developing, then procuring the manufacturing of, a wide variety of consumer discretionary (and some non-discretionary) items. They make a variety of small household electric and electronic gadgets, lifestyle sundries, watches, jewelry, branded and unbranded fashion and accessories, etc. If you have ever wandered around Tokyo and seen a pop-up shop with items like these with no brand you've ever heard of, or seen a shop with bags on sale for 50% off and nothing over about ¥20,000 a pop, it is eminently likely you have come across their products. They make a LOT of them. With markets as they are, one could look at this and say "that's nice, but look at markets." That is - as long as you are still investing - the wrong thing to say.This is a really interesting situation.

On Thursday 19 March, small cap Doshisha Co Ltd (7483 JP) made an announcement of a buyback of up to 2 million shares for up to ¥2.6 billion. The buyback will be conducted on-market from 23 March through 31 December. That is 5.5% of shares out.  It is a big buyback for an odd little company.Doshisha is engaged in the business of planning and developing, then procuring the manufacturing of, a wide variety of consumer discretionary (and some non-discretionary) items. They make a variety of small household electric and electronic gadgets, lifestyle sundries, watches, jewelry, branded and unbranded fashion and accessories, etc. If you have ever wandered around Tokyo and seen a pop-up shop with items like these with no brand you've ever heard of, or seen a shop with bags on sale for 50% off and nothing over about ¥20,000 a pop, it is eminently likely you have come across their products. They make a LOT of them. With markets as they are, one could look at this and say "that's nice, but look at markets." That is - as long as you are still investing - the wrong thing to say.This is a really interesting situation.

Big Doshisha Buyback Bundled With the BOJ

Japan

DOSHISHA CO., LTD. is a wholesaler handling a wide range of products such as consumer electronics, watches, jewelry, apparel, sporting goods, toys, and food. The Company also plans, develops, and sells gift goods.

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Doshisha Co Ltd (7483 JP)

Screening the Silk Road: Q1 2021 All Cap Screening - Free Cashflow (FCF)

With the value/growth investment style ratio at 20-year lows, we present 27 names which hold characteristics worthy of further review.

David Lepper

Big Doshisha Buyback Bundled With the BOJ

On Thursday 19 March, small cap Doshisha Co Ltd (7483 JP) made an announcement of a buyback of up to 2 million shares for up to ¥2.6 billion. The...

Travis Lundy

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)