Taiyo Nippon Sanso: Acquisition of Praxair's European Business Will Tax Balance Sheet
After market close Taiyo Nippon Sanso Corp (4091 JP) announced that it would acquire substantially all of the European business of Praxair Inc (PX...
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Global Equity Markets Overview
Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...
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Global Strategy: Opportunities in Health Care & Materials Stocks
Price and relative strength trends continue to improve for our international equal-weight Health Care Sector.We recommend adding exposure, and...
331 Views
Iwatani: The Unsexy Ageing Demographic Play with a Pinch of Hydrogen Economy and a Dash of 10x PE
Iwatani Corp (8088 JP) is an Osaka-based small cap of JPY206bn market cap with a daily trading value of around JPY500m that we consider to have...
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USD/JPY Macro Low and Fresh Position Webcast
Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...
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