Hosokawa Micron (6277 JP) - Big Accretive Cross-Holder Share Buyback
Hosokawa Micron is buying back 8+% of its shares this morning. That changes shareholder register composition, and the stock is cheap. And it still...
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Global Equity Strategy:Â Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
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Hosokawa Micron (6277 JP): Benefitting from a Prolonged Tech & Machinery Cycle
Hosokawa Micron is a worldwide supplier of Powder Processing equipment to the electronics, food, chemical and other industries, and thin Plastic...
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