Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
825 Views
Sell General Electric (GE US): Lots of Liabilities, Limited Cashflow - Target $1
GE’s business reality is far removed from management’s up-beat message. Creative accounting enabled management to line their pockets, while the...
715 Views
Hitachi (6501 JP): A Bold but Risky Acquisition of ABB’s Power Grids
Hitachi Ltd (6501 JP) announced the acquisition of an 80.1% stake in ABB Ltd (ABBN VX)’s power grids business for $6.4 billion. ABB will retain the...
1.2k Views
Chiyoda: Limit Down Again as SMBC Nikko Touts Possibility of Capital Raise on Ichthys Expenses
After opening down 7% and trading for about an hour, Chiyoda Corp (6366 JP) plunged again and was locked limit down. We believe this is due to...
657 Views
Renesas Electronics: Refreshing the Toyota Production System for Industry 4.0
Renesas Electronics (6723 JP) disclosed today that it had successfully improved productivity at General Electric Co (GE US)'s Hino factory in Japan...
512 Views