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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Surge in Calls for Retail Voluntary Redundancies Likely to Continue
Japan's retail industry has been hit by labour shortages in the last 5 years but layoffs in the industry in the last year could end that, at least...
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[Japan M&A] Yamada Denki (9831) And EDION (2730) Merger? Yamada Cheap But Weak Recent History
After the announcement, the kneejerk reaction was to buy EDION and sell Yamada. Why? Targets get a premium. Smaller companies are deemed to be...
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Japan Retail Review 2019-20 Part II: A Sector by Sector Review of Winners and Losers
At least until the Covid-19 crisis hit Japan in January, the majority of retailers were gearing up to announce yet another really good year of...
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Global Equity Strategy: Short-Term Bullish Trends Clash With Longer-Term Resistance
For now we view the recent pullback as a countertrend move that helped correct the extended and overbought conditions we noted over the past two...
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