Ricoh's BIG Buyback Potential - The Timing Is Right
On the 27th of March, Ricoh Co Ltd (7752 JP) held an Investors Meeting. There was discussion of how the company had gone through the pain of...
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🇯🇵 JAPAN • Who’s Swimming Naked? > Part 3: Cumulative Cash Flow
CUMULATIVE CASH FLOWS - In this third and final of our series on Japanese companies that might be compromised as the Covid-19 recession unfolds, ...
429 Views
Japan: What to Buy & Sell if the ¥ Rises to 90
CURRENCY DRIVER - The ¥/US$ cross rate has strengthened by 5.3% since the recent US$ peak of ¥114.20 on November 12th 2018, which has led some FX...
600 Views
BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
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Konica Minolta (4902) Too Cheap with Good Mid-Term Growth Prospects.
First half results were better than expected and full year results were revised up but are still conservative. Over the next two years operating...
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