Future Corp (4722 JP): A Chairman-Led MBO Could Invite Activism
While an all-time high, the offer is below the midpoint of the special committee's IFA DCF valuation range and is light relative to precedent...
223 Views
Dentsu Soken (4812 JP): Dentsu’s Potential Privatisation Offer
Due to Dentsu’s large stake, a generous offer is unnecessary. Nevertheless, the rumoured offer is attractive compared to precedent transactions and...
178 Views
🇯🇵 JAPAN • March Company Relative Price Scores - Playing the Extremes
 • RELATIVE PRICE SCORE - COMPANIES • RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to...
490 Views
Global Equities Headed Up and to the Right: Technology, Health Care Leading
Our weight of the evidence approach leads us to believe the market remains in the early stages of a broad-based advance, meaning a buy-the-dip...
611 Views
Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
559 Views