Screening the Silk Road: (Small-)Mid Cap Free Cash Flow
In April 2018, we published a FCF screen with the sole aim of identifying potential names which could prove to be strong candidates in a Small-Mid...
628 Views
Hankook Tire Worldwide Stub Trade: Another Quick Mean Reversion The Other Way Around
Hankook Tire Worldwide (000240 KS) is again in an interesting position. Its sub, Hankook Tire (161390 KS), is up 2.2% today, putting the duo at...
542 Views
Hankook Tire Worldwide Stub Reverse Trade: Massive Price Divergence Is Created Today
Hankook Tire Worldwide (000240 KS) is another local single sub dependent holdco in Korea. Hankook Tire (161390 KS) accounts for nearly 90% of the...
677 Views
Toyo Tire Could Be Weak on Bearish FY18 Guidance
Toyo Tire (5105) could see a further sell-off in its shares tomorrow (2/15) if guidance is as conservative as usual. This has much to do with...
206 Views
Bad Q3 for Japanese Tire Makers; Toyo Tire Still Best in Class; Bridgestone & Sumitomo Struggling
Japan's tire makers all had weak Q3 results, with Yokohama and Toyo Tire undershooting consensus estimates the least, and Sumitomo Rubber and...
335 Views