Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
202 Views
🇯🇵 JAPAN • Stock Picking with 'Peak' EV/OP Multiples - Introducing EV/POP
"Beware of geeks bearing formulas." - Warren Buffett Enterprise Value multiples have become common parlance in the investment world, both...
351 Views
Nidec (6594): Key Man Risk
Nidec founder, Chairman and CEO NAGAMORI Shigenobu has created the world's leading producer of small precision electric motors and related...
386 Views
Nidec (6594 JP): Anticipated Recovery Largely in the Price
Nidec's 1Q results show the benefits of cost cutting and point to further gains as economies reopen and the Automotive segment recovers. In the...
362 Views
🇯🇵 JAPAN • Results & Revisions 21st July - Disco Dances & The Nagamori Premium
DISCO 'DANCES' - DISCO 'led' yesterday's results & revision highlighting this part of the technology 'chain's' COVID immunity. Rolling TTM...
410 Views