GMO-PG – When Does Hiding Out in a 112x PE Stock Become a Good Idea?
In something of a betrayal of our typically value investing mentality we have been positive on GMO Payment Gateway which tends to trade at anywhere...
496 Views
Battleground Spot For Global Equities
The risk of a pullback remains very real, however at this point the weight of the evidence suggests a meaningful pullback is not imminent. We recap...
545 Views
SMBC Americas Holdings – Expecting 19% NPLs in USA
* Pre-COVID-19 Challenges:SMBC Americas Holdings (8316.JP) [SMBCA] had a number of challenges even prior to the impact of COVID-19, which included:...
484 Views
Japan Mega Banks – Avenue of the Americas
* All That Glitters Isn’t Gold: Structurally, the Megabank American franchises are well-capitalized, have strong credit metrics, and are reliant on...
547 Views
My EG (MyEG): A Move to Become Regional Player
Since the beginning of 2018, the company has expanded its business from a Malaysian e-government service provider to a regional e-government...
839 Views