Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
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TDK's June Quarter Results Imply Future Upside Growth on Polymer Rechargeable Batteries
While TDK’s reported numbers were mostly in line with our expectations, we identified an upside potential to our future forecasts. In particular,...
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Initiating Coverage of TDK with No-Moat, Stable Trend Ratings, FVE of JPY 9,300
We initiate coverage of TDK with no-moat and stable moat trend ratings, along with a fair value estimate of JPY 9,300. Our fair value estimate...
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Cambridge Mechatronics Limited (CML) - A Name to Remember
As a UK-based company specializing in listed Japanese technology funds, it is always exciting to find companies in your own back yard making their...
311 Views
Hirata Corp Placement: Huge Two-Year Runup Due to OLED & EVs; Partial Family Exit
Hirata Corp (6258 JP) and its shareholders are selling US$160m of shares. Hirata Corp is a Kumamoto-based Japanese production engineering...
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