JAPAN DELTA V - MOAR Meaningful March-End Div Trade Data
As discussed in JAPAN DELTA III - The Annual TOPIX Dividend Trade, the absolute returns on these days show significant divergence around the...
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Buy Samsung SDS
We believe this is a good time to scoop up shares of Samsung Sds (018260 KS) whose share price is down 30% YTD. Samsung SDS, the IT service...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/20/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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Stocks to Work into on March Weakness
Amazon.com Inc (AMZN US)Microsoft Corp (MSFT US)Samsung Electronics (005930 KS)Samsung SDI Co Ltd (006405 KS)Larsen & Toubro (LT IN)ICICI Bank...
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EBay to Sell Classifieds Business, A Valuation Close to US$10bn Seems Attainable
Following weeks of speculation, eBay finally announced on 21st February 2020 that it has been exploring potential value-creating opportunities for...
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