The Stocks to Own in Asia – Vol. 32
Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
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Tokai Carbon Korea (TCK) - Priced for A "Near-Perfection"
In our view, Tokai Carbon Korea (064760 KS)'s valuation premium versus its peers appears reasonable but priced to "near-perfection." A key risk...
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Tokai Carbon Korea – Resist the Etch to Dismiss This Because of Valuation
Tokai Carbon Korea has been on a very strong run, rising 126% from its Mar bottom as 1Q results were a record for revenue and the shift to advanced...
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Global Bottoming Process Continues; Remain Overweight China
The MSCI ACWI and ACWI ex-US have managed to break above their respective 200-day moving averages, and are now bumping up against overhead...
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KoMiCo IPO Summary - Another Small & Beauty & Solid Tech Stock
KoMiCo provides precision cleaning and special coating services for devices and tools used in several key semiconductor manufacturing processes...
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