In today’s briefing:
- 4 New Deep Value Double Net Net Additions To The Cheap Japanese Basket
- 2023 Winners & Losers: Laggards and Rotation Plays for Global Travel/Mobility Stocks
4 New Deep Value Double Net Net Additions To The Cheap Japanese Basket
- I’ve added several deep value names to my Japanese portfolio over the last few months.
- While there are many net-nets in Japan, the names below are either double net nets or close, meaning if these stocks doubled, they would still be net nets.
- There are cheaper names in Japan, but I’m filtering a bit for profitability.
2023 Winners & Losers: Laggards and Rotation Plays for Global Travel/Mobility Stocks
- We compiled the share price movements of 183 global travel/mobility stocks to uncover general trends and identify rotation and laggard plays
- Tourist countries like Greece, Spain and Turkey did very well. The U.S. also performed well, almost all names closed the year higher except for those with unique problems
- China and anything that is China-focused performed the worst, even companies that delivered great results are not spared and currently trading at cheap valuations
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