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...
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Lines in the Sand: Rapid Growth, Looming Consolidation, and New Investment Options
Electronic Materials: Soaring Growth, Looming Consolidation, and New Investment VehiclesInvestors are instinctively on the hunt for well-run...
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Learnings From The History Of Memory Part 1 - China's DRAM Dreams
Memory, both DRAM and NAND, are currently in a super-cycle characterized by tight supply and rising prices. Commentators are divided as to whether...
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Transformative Praxair-Linde Industrial Gas Merger Takes Shape
The oligopolistic Industrial gas (IG) industry, which supplies oxygen, nitrogen, argon, and hydrogen to petroleum producers and refiners, steel,...
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As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
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