Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
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Rolls Royce Rights Roll Off
Rolls Royce Rights go ex- on 28 October. A sharp pop in shares since the Rights were confirmed at end-Sep has led to shares 70+% higher vs pre...
325 Views
Rolls Royce Rights Roll Right Over You
Rolls-Royce Holdings (RR/ LN) this morning announced a rights offering. It's a biggie. It makes no bo
642 Views
Can The "Co-Operation Companies Profit Sharing System" Really Be Passed into Law in Korea?
One of the most significant regulations to look out for in Korea in 2H 2020 is the "Co-operation Companies Profit Sharing System" (협력 기업이익공유제),...
337 Views
Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
671 Views