Opportunities in European & Japanese Equities
As global equity markets pull back amid the U.S./China tariff saga we continue to believe this is an attractive time to add exposure. This view is...
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Outsourcing (2427): High Fixed Cost Burden but Stronger Balance Sheet Opens Up Growth Again
Yesterday, Outsourcing Inc (2427 JP) announced a new share offering. A large one. And for keen watchers of the stock it was probably flagged by the...
576 Views
TechnoPro: Industry Consolidation Potential Justifies Premium
Technopro Holdings Inc (6028 JP) is aiming to raise about USD129m in order to repay previous debts incurred due to a variety of acquisitions and...
323 Views
JPX Nikkei 400 Rebalance Announced
The JPX-Nikkei 400 Index was announced in mid 2013 as an effort between the JPX and Nikkei (with the Nikkei newspaper and others suggesting...
562 Views
Companies that Are Chronic Cash Hoarders....
It is not just a Japan issue, a lot of US companies also hoard cash. Apple Inc (AAPL US) for instance has $67bn sitting on the balance sheet. I do...
610 Views