Fujitsu Frontech – Company Call Confirms Importance of Fujitsu Relationship
Following on from our quick analysis of Fujitsu’s four listed subsidiaries that could either be bought in or sold out, we spoke to Fujitsu Frontech...
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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...
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Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
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Fujitsu - Quick Thoughts on Scenarios for Listed Subsidiaries
Given the reports of Fujitsu looking to clean up listed subsidiary stakes, we quickly examine Fujitsu’s longer-term strategy and where its listed...
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Lenovo: Cashless Revenue, Rising Risks
Investors seem to be buying into the Lenovo recovery story. Every quarter they manage to produce some growth and talk about a future turnaround. A...
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