10-Yr Treasury Yield and DXY at Key Inflection Points; $ACWI Testing $93; Energy/HC/Tech/CD Buys
Test of Key Supports: $93 on $ACWI, $47.50 on $ACWX, $70 on $EFA, 4200 on EURO $STOXX 50. As long as 10-Yr Treasury Yield $TNX and $DXY remain...
786 Views
Digital Hearts (3676 JP): Chairman-Led MBO Is Light but Likely Done
The timing is opportunistic as the shares have underperformed peers YTD. The offer is below the midpoint of the target IFA’s DCF valuation range....
167 Views
JPMC (3276 JP): Sunrise Capital-Sponsored MBO at JPY2,250
The offer, which resulted from an auction, is attractive as it represents an all-time high and is at the midpoint of the IFA DCF valuation range.
182 Views
Japan Among the Latest to Break Out; Buy Ideas in Growth/Cyclicals and Consumer Staples
Japan is the latest major country to break out, and we are buyers. Japan continues to be considerably further along in the bottoming process...
684 Views
2021 Japan AGM Activism - StraCap Proposals for Seikitokyu Kogyo (1898) - A REALLY Cheap Company
StraCap has now made the same Shareholder Proposals on Seikitokyu Kogyo for 3 straight years. They make sense, but are likely to be rebuffed. But...
687 Views