Sell General Electric (GE US): Lots of Liabilities, Limited Cashflow - Target $1
GE’s business reality is far removed from management’s up-beat message. Creative accounting enabled management to line their pockets, while the...
546 Views
Manias, Booms & Bears: BDI & Shipping Vs Bitcoin… Lessons for Stock Markets
Most of us are following the relatively deep correction in stocks, which has been sparked by a change in psychology reacting to small rises in...
783 Views
Hitachi (6501 JP): A Bold but Risky Acquisition of ABB’s Power Grids
Hitachi Ltd (6501 JP) announced the acquisition of an 80.1% stake in ABB Ltd (ABBN VX)’s power grids business for $6.4 billion. ABB will retain the...
1.1k Views
Huawei: China – US Post Industrial Warfare Collateral Damage Overflows to Canada
The Huawei Technology (40978Z CH) Canada arrest story has lit up the discussion boards, with healthy debates on both sides. There is a case for why...
953 Views
Chiyoda: Limit Down Again as SMBC Nikko Touts Possibility of Capital Raise on Ichthys Expenses
After opening down 7% and trading for about an hour, Chiyoda Corp (6366 JP) plunged again and was locked limit down. We believe this is due to...
517 Views