Toshiba: King Street's Valuation Analysis Is... Punchy?
Part 2 of comments on King Street's deck Toshiba | Unlocking Value of October 3rd. Part 1 was in Toshiba: King Street's Buyback Proposals Lack...
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BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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Bottom-Line Improvement in View for FY03/19
IHI’s Top-line Has Improved in FY03/18IHI Corp (7013 JP) has increased their revenue considerably to JPY1,590bn (7%YoY) in FY03/18 while operating...
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NTN's FY2018 Forecast Likely to Be Muted; Plays First-Mover Card with In-Wheel Motors for EVs
Ntn Corp (6472 JP) is a leading manufacturer of precision mechanical parts and components, especially hub bearings for which the company is a...
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With Earnings About to Start, Names that Have Recently Revised or Have Analysts Still Confused....
Earnings will start in earnest in the next couple of weeks and so we thought we would take a look at 1- companies that have recently revised...
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