Toshiba (6502) Update - Shares Down Since Last Look, "News" Isn't Really. IRR Grid.
Toshiba (6502) is -8% vs Peer Basket after the late June pop on a "¥7,000 deal." Semi/memory peers weaker while industrials better. That lifts IRR...
510 Views
Toshiba (6502) Strong Vs Peers on No News Means Susceptible to Risk On Underperformance
Weak earnings/forecasts and 3yr highs vs Peers make Toshiba's relative valuation un-compelling. Lack of near-term news means on a risk-on rebound,...
599 Views
Germany: Scholz-Led Traffic-Light Coalition to Redefine Left-Wing Pragmatism
The new coalition will borrow in 2022, & invest in a green, digital transformation over the next 5 years. Germany's large current account surplus...
224 Views
MicroPort MedBot Pre-IPO - Valuation Appears Reasonable but Sentiment Will Weigh
Shanghai MicroPort MedBot Group (MM), a surgical robot company, aims to raise up to US$200m in its Hong Kong IPO. Valuation appears reasonable but...
336 Views
EMEA Industrials: Global Consensus Overweight
Over the last 6-months, cash flows into EMEA Industrials have been among the highest across all sectors, with inflows of $1bn, more buyers than...
183 Views