Screening the Silk Road: Q1 2021 All Cap Screening - Free Cashflow (FCF)
With the value/growth investment style ratio at 20-year lows, we present 27 names which hold characteristics worthy of further review.
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EM Equities At New Highs Despite Some Caution Signs
We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...
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Shimachu's Buyback Is Done But The Trade Is Not Done
In January this year, Shimachu Co Ltd (8184 JP) made an announcement of a buyback of up to Ā„10bn, buying back up to 4.2mm shares which was 9.9% of...
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Donki to Ignite Off-Price Retail Market in Japan
Unlike the US and Europe, Japan had no off-price fashion market to speak of until last year when Geo Holdings, World and Joyful Honda launched...
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Japan: Treasury Share 'Kings' and 'Paupers'
TREASURY SHARES IN JAPAN - As a prelude to an upcoming insight on share buybacks in Japan, this note is a fork of Douglas Kim 's quick note on...
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