Death Rattle for Defensives?
While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...
1.2k Views
BOJ Outcome: Symbolic Stimulus (As We Predicted)
As forecast by Europacifica, BOJ offered symbolic (modest) easing today.- Though it left overnight rates at -0.1%, the BOJ increased its ETF...
373 Views
StubWorld: Swire Sells US Coke Ops To Parent
If the discount to NAV was warranted before this latest news, then Swire is a clear buy - there is no justification for assigning a similar...
839 Views
Ricoh Buyback Redux - It's On, It's Big. Crossholders Vs Activist Vs Public. Who Sells?
Ricoh announced the start of its BIG buyback. 12% of ADV for a year. Forward OP ratios vs peers have stopped falling. The 20th MTP has plans to...
714 Views
Ricoh's BIG Buyback Potential - The Timing Is Right
On the 27th of March, Ricoh Co Ltd (7752 JP) held an Investors Meeting. There was discussion of how the company had gone through the pain of...
867 Views