Divestments in Ship Building, Improvement in Engineering and Outperforming MODEC to Drive Upside
Few Positives on MES Restructuring in Shipbuilding segment improving the cost structure to the point where breakeven is becoming visible The...
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Names with Low PBR Relative to History and Sector....
We screened for names in Japan with a low PBR relative to its own history and also low relative to other names in the Sector. Large-cap names that...
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Yangzijiang: A Well Run Machine that Trades at 0.7x Book and 3.25 Ex-Cash PE
Share PriceYangzijiang Shipbuilding (YZJSGD SP) share price went up almost doubled in FY 2017 only to lose 40% in FY 2018 YTD. On May 30th this...
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Most Seasonally Volatile Names and What to Expect in April.....
It has always fascinated me that in Japan price performance can be so seasonal. Take Toyota Motor Corp (7203 JP) for instance, over the last 30...
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With 3Q Earnings Pretty Much Done Which Names Are Best / Worst Position for Full-Year End....
With 3Q Earning Season basically done, we looked back to see which names have done well in the first 3Q and are well positioned to beat full-year...
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