Organo (6368 JP): From Taiwan to the U.S.
Share price up but now consolidating and reasonably valued. Following TSMC to Arizona. Geared to semiconductor capacity expansion and growing...
451 Views
JPX-Nikkei 400 Rebalance 2021: Pre-Event Basket Adjustments for April-End
JPX Nikkei 400 2021 Rebal Pre-Event L/S Basket +2.9% in April (thru the 28th). The 30th is rebal day for readers. 2 potential deletes and 7...
428 Views
JPX-Nikkei 400 Rebalance: Pre-Event Basket Adjustments for March-End
JPX Nikkei 400 Pre-Event Basket Bets - Every month-end we publish updated estimates for the August 2021 JPX Nikkei 400 Rebalance based on updated...
595 Views
Organo (6368 JP): Company Visit Notes and Conclusions
Organo has rebounded from December's sharp sell-off, but remains attractively valued on a long-term view, in our estimation. New orders for water...
725 Views