Why SoftBank's (9984 JP) Holdco Discount Is Narrowing
Historically, SoftBank's NAV discount has been one of the largest in the world. There were many explanations for this, from tax treatment issues to...
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Renesas Electronics:Â Excessive Focus on IDT Deal Multiple Belies Long-Term Strategic Potential
We visited Renesas Electronics (6723 JP) today and discussed the two key issues on investors minds: Inventory build-up is on its way to being...
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PC Partners (1263 HK): A Poor Man's Way into Nvidia New GPU Cycle; Trades at 3x PE and 11% Div Yield
PC Partner (1263 HK) has been on a rollercoaster ride since writing about the company a few months ago. The share price has gyrated between 5 to 7...
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Might Tesla Just Simply "Muddle Along"?
Tesla Motors Inc (TSLA US) polarizes opinions into three camps: An, admittedly dwindling, camp that sees it as the next great American technology...
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PC Partner (1263 HK): Big Profit Alert Highlights Upside Potential; Trades At 5x PE and 8.5% Yield
PC Partner Group Ltd (1263 HK) issued a positive profit alert earlier this week. While we await the full year results to come out late August the...
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