Toppan Printing: Money for Nothing (& Your Clicks for Free)
TOPPAN PRINTING (7911 JP) is Japan's current Negative Enterprise Value 'champion'. Although only growing in the low single digits and with margins...
639 Views
JAPAN GOVERNANCE CHANGES II - Who Could Surprise on Buybacks? Quant Rankings
JAPAN GOVERNANCE: There is a buyback story coming. It will be big. Bigger than the past year or two, and it will continue. What to buy?
795 Views
Pause/Pullback Underway; Downgrading Europe and Mexico; Buys in Services, Tech, Comm, Healthcare
Pause/pullback underway in $ACWI, but as long as the $DXY remains below $106, the 10-year Treasury yield remains below 4.35%, and $ACWI is above...
381 Views
Last Week in Event SPACE: Japan Post Bank, S.M Entertainment, Toshiba, Link REIT
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
356 Views
TBS (9401) Selling Cross-Holdings But Don't Hold Your Breath
TBS has likely just sold a few to several hundred million dollars of crossholdings. But that is a one-off to finance investments. There is still no...
335 Views