Sign in with Google
bullish
Last Week in Event SPACE: Trend Micro, Furukawa, Melco, Ingenia/Lifestyle
435 Views15 Feb 2025 22:30
SUMMARY
- Reportedly buyout firms are "vying for" Trend Micro Inc (4704 JP). The stock went limit up today. Again. The stock is now getting to the expensive side.
- Furukawa (5715 JP) has changed their capital allocation policy for the third time. The company is a cyclical, and will likely always suffer the indignity of a cyclical multiple.
- While it often pays to follows where the family invests when assessing holdco structures, Melco International (200 HK)'s NAV discount is simply too narrow for a simple holding company structure.
Related Insights
More »Loading
Trending Collections
More »Trending Insights
More »- Smartkarma Corporate Webinar | MoneyHero Group: Driving Expansion and Innovation in Greater Southeast Asia
- Rio Tinto (RIO AU/RIO LN): Unification Index Flows
- [Activism Japan] Nissan Tokyo Sales (8291) Gets An 'Outsourced Activist' but the Value Prop Remains
- Rio Tinto (RIO LN/RIO AU): Thinking About Unification
- Recruit Holdings Placement - Relatively Small US$520m Deal but Momentum Is Weak
Top Unpaywalled Insights
More »- Volatility, Tariffs, and a Potential Recession: Breaking Down Macro Chaos | The New Barbarians #011
- The Satyam Scandal: Inside India’s Enron
- Investors Run and Hide
- [IO Technicals Weekly 2025/10]: Bearish Signals Deepen in IO Amid China’s Steel Production Cuts
- Americas/EMEA base oils supply outlook: Week of 10 March
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- US Banks - Senior Loan Officer Survey, Weekly B/S Data, Suggest Strong US Bank Profits06 Mar 2025
- Last Week in Event SPACE: Seven & I, Yangzijiang Shipbuilding, Pentamaster Int'l, T'Way Holdings01 Mar 2025
- Last Week in Event SPACE: Shinko Electric, REA Group, Macromill, CNBM, Prosus/Tencent22 Feb 2025
- Last Week in Event SPACE: Trend Micro, Furukawa, Melco, Ingenia/Lifestyle15 Feb 2025
- Last Week in Event SPACE: Kyocera, WH Group/Smithfield, CNBM, Japan Eyewear, Core Concept Tech08 Feb 2025
- Last Week in Event SPACE: Fast Retailing, Sigma, Takeda Pharmaceutical, WH Group01 Feb 2025
x