Japan Stock Market Seasonality - Late Q4 Is Indeed Good
Pelham Smithers came out with a worthwhile comment on the Q4 seasonality of Japanese markets. I agree with their assessment of being bullish Japan...
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Recruit Holdings - Risk Reward Shifting
Since the deal was announced on 24th Aug 2016, Recruit shares have held up remarkably well post the initial knee-jerk correction in share price. We...
328 Views
Recruit Offering: Offer Details Update & Shareholder Overhang Structure
A day after the August 24th announcement by Recruit Holdings Co Ltd (6098 JP) of a secondary offering selldown of roughly 11% of shares outstanding...
275 Views
Short Sell Research Vs The Japan Stock Market Blob
Two recent press articles "Muddy Waters and Andrew Left: the short sellers having a ball" (...
237 Views
Narrow Bodies Equal Fat Profits: How Investors Can Capitalize on the Aerospace Boom
This year marks the start of an unprecedented production increase in narrow-body passenger aircraft, a category that we believe is the major profit...
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