Capgemini Snaps Up Smaller Rival Altran
After the market closed on Monday 24th June, French-based IT consultancy firm Capgemini SA (CAP FP) announced its plan to acquire smaller domestic...
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Global Ex-U.S. Equity Strategy: Cautiously Optimistic Outlook Intact
Despite negative recent developments, we have remained steadfast in our belief that weakness in May has presented an attractive time to add...
569 Views
U.S. Equity Strategy: Positive Outlook Intact; Tech Leading
The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in...
502 Views
Silverlake Axis: Trading Lower than After Short Seller Attack in '15; Business Upcycle Coming in '19
Silverlake Axis (SILV SP) had a short-seller attack in 2015 which dropped the shares from over 1 SGD to 0.43 SGD in a short time. Following a...
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IPO Stalker: Humanica, Software Dudes for HR Management
At the invitation of my ex-boss, I took a look and a small stake in Humanica PCL (HUMAN TB), a Thai software company founded by a PWC veteran. In...
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