Global Equity Strategy: The Pause that Refreshes?
We continue to believe the weight of the evidence points to a new leg higher for global equities, a viewpoint that is supported by the several...
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šÆšµ Japan ā¢ Results & Revisions Review - Wishful Thinking
4TH DOWN AND A FEW MORE TO GO - The latest quarterly results are now, with the exception of three large insurance companies are currently in the...
434 Views
šÆšµ JAPAN ā¢ Summer Results & Revision Scores - Large Caps
INTRODUCTION - Following on from our previous Insights covering the Market Composite, Sector and Peer Group Aggregate Results and Results &...
589 Views
Iwatani: The Unsexy Ageing Demographic Play with a Pinch of Hydrogen Economy and a Dash of 10x PE
Iwatani Corp (8088 JP) is an Osaka-based small cap of JPY206bn market cap with a daily trading value of around JPY500m that we consider to have...
377 Views
Air Water To Take The Rest of Kawasaki Kasei Chem
On the 7th ofĀ February after the close, Air Water Inc (4088 JP)announced it would launchĀ a Tender Offer to buy out minorities of its 47.0%-owned...
429 Views