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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MODEC: Up 10% in 2 Days; Possibly 75% Upside Left
Following the announcement that it had won a further order for an FPSO from Petrobras, MODEC is up 10% in the last two days. We had flagged...
208 Views
Modec Price Momentum Strong, 230% of Market Cap in Orders Incoming by Year End - 8x PE Is Too Cheap
Modec is up about 22% in one and a half months rebounding close to its recent peak following SMBC initiating on the stock with a buy. The company's...
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StubWorld - Set-Up & Unwind Extremes: Japan Post, Mitsui Engineer, Iljin Holdings
This week I briefly look at recent (& ongoing) bifurcations in Japan Post Holdings Co Ltd (6178 JP), Mitsui Engineer & Shipbuild (7003...
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The Week That Was in NorthAsia@Smartkarma: Rights Offering, Kosmetics, Gaming & Samsung
As usual, we weren't short of interesting Japan/Korea stories last week. Hyundai Heavy Group issued a massive right offering, and also Toshiba-WD...
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