U.S. Equity Strategy: Growth Surging Relative to Value
As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted in this...
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Iwatani: The Unsexy Ageing Demographic Play with a Pinch of Hydrogen Economy and a Dash of 10x PE
Iwatani Corp (8088 JP) is an Osaka-based small cap of JPY206bn market cap with a daily trading value of around JPY500m that we consider to have...
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Cryogenic Memory: Computers from Deep Space?
The end of Moore’s Law and accelerating global data needs has driven computer manufacturers to come up with an advanced computing solution which...
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Samsung Sold Shares in Four Tech Firms, ASML, Rambus, Seagate & Sharp - Interpretation?
Early this morning, Samsung Electronics made an official announcement that it had sold its shares in some of its overseas tech firms. Following are...
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