Kansai Electric Power (9503 JP) - Huge Offering Is Smaller Now; Reward/Risk Skews Upwards
KEPCO has fallen 23% then rebounded 2% since announcing its equity offering which dilutes 20%. The discount is worthwhile catching. The combo of...
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Okinawa Cellular (9436 JP): Warm Tropical Breezes with KDDI
As the colder winter weather is felt and the icy blast of industry tariff cuts continues to chill sentiment, we seek some respite (at least...
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Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
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