TRADE IDEA - Toyota Industries (6201 JP) Stub: Riding the Automation Wave
If ever there was a stub business that is poised to capitalize on global trends of factory automation, automated logistics handling and electric...
1k Views
TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast
The history of First Pacific Co (142 HK) is a fascinating saga wrought with cronyism, deception and political turmoil. From its founding in 1981 by...
1.2k Views
NTT (9432 JP) Stub: The Catalyst Has Come, Close the Trade
In my original insight on November 4, 2018 TRADE IDEA: NTT (9432 JP) Stub - Overreaction to Docomo Rate Cuts, I proposed setting up a stub trade to...
462 Views
Last Week in Event SPACE: Alpine/Alps, Renault, Takeda, Trade Me, Holcim, Toshiba, GMO
Last Week in Event SPACE ... In the sordid and ongoing war for the hearts and minds of investors in Alpine Electronics (6816 JP), ISS says take...
814 Views
2Q Earnings Is the Time for Full-Year Guidance Revisions. See Who Changed Their Numbers the Most....
At the beginning of the fiscal year, Japanese companies issue full-year guidance. Most of them will then revise those number when they announce 2Q...
472 Views