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...
1.4k Views
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...
568 Views
Unloved Japan Roundup: Don't Panic Ahead of Q3 Results Rush
​Over 40 potential turnaround stocks set to report Q3 results with a 45% spread in estimates, some companies like Rohm and JFE look promising while...
689 Views
Unloved Japan Roundup-Rohm, Taiyo Yuden, Kose
The top 5 performing large-cap stocks in Japan returned 241% on average so far in 2024, but these stocks were all on their knees a short while ago....
891 Views
NTT (9432) To Overpay To Take Over NTT Data (9613) Subsidiary?
It looks like NTT will take over NTT Data. That is big news, but not entirely unexpected. It will probably be too expensive. It will create an...
796 Views