Shortlist of High-Conviction Ideas Across Japan, China & India – August 2026 (Post-Results)
Among the companies mentioned here, Milky Mist reported out of the court results for Q1. The stock is up 20% in last two days post results. Also...
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Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
731 Views
Unloved Japan Round Up Jan. 3: Set Up for A Banner Year?
An uptick in TOBs, MBOs, and mergers​ creating the best environment for deep value turnarounds in a long time. Dozens of discounted stocks started...
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[Japan M&A] Denso (6902) Reportedly Made a ÂĄ1.3trln Takeover Proposal to Rohm (6963). Light & Iffy.
Denso has proposed a (lowball) takeover to Rohm, currently in an investment/restructuring phase, highlighting Rohm's value. The register is wide...
1k Views
Have the Rules for Bottom Fishing Changed?
Increased passive investing and a rising interest rate environment have made the bottom-fishing game more treacherous, but the rules are still the...
486 Views