Bullish Outlook Intact on MSCI ACWI & SPX; Buys in Services, Technology, Discretionary, Gold Miners
Bullish Outlook Intact on MSCI $ACWI and $SPX as they hold above their respective bases at $117 and 5650-5670; Buys in Services, Technology,...
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Nhk Spring (5991 JP): Q1 FY03/25 flash update
Revenue increased by JPY14.5bn (+8.1% YoY), with all businesses posting higher revenue, and operating profit rose by JPY7.2bn (+146.2% YoY). The...
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Seagate CEO Bullish on HDDs – Consider the Source, but Still Interesting
We attended a presentation by Seagate's (STX US) CEO Stephen Luczo on April 5th. The presentation was sponsored by Nidec (6594 JP) at its new...
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I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
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