Reflecting on 2017 and Core Ideas to Start 2018
2017 was an eventful year for us. Our experience writing for Smartkarma inspired us to join forces with Finatext, an alternative data/fintech...
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HCM Vs. Komatsu: Regional Momentum Comparison and Valuations
HCM and Komatsu both released stellar 2Q numbers, upgrading earnings guidance as both companies benefitted from sizable acquisitions completed...
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Hitachi Construction Machinery: Great Quarter Guys!
But there should be more to come.Today after the close, Hitachi Construction Machinery (6305 JP)announced the best H1 sales number and OP number...
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Hitachi Construction: ST Buy on Earnings Momentum, Spate of Analyst Upgrades Warrants LT Caution
HCM should see extremely strong revenue growth this FY as a strong recovery in China, rebounding metal prices driving mining markets, and the...
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Kobe Steel: Analysing the Falsified Data Products and Potential Asset Sales
At 5pm JST on 13 Oct Kobe Steel held a meeting to disclose further details regarding newly discovered "improper conduct". The news was related to...
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