Pan Pacific (Donki): Gross Margin Improvement Suggests Further Upside
Pan Pacific International Holdings (7532 JP), (PPI) (formerly Don Quijote) has been the best-performing general retailer in Japan over the last six...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/​27/​2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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Why Are Major U.S. Companies Suspending Their Share Buyback Programs?
“Any public company that receives a bailout or significant funding should not be allowed, by law, to do stock buybacks EVER AGAIN as part of their...
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U.S. Equal-Weighted Retail Is Bottoming -- Add Exposure
As part of the improving cyclical value theme, several of the down-and-out retail stocks are bottoming. This is depicted by bullish price and RS...
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U.S. Equity Strategy: Is Fourth Time a Charm?
Global equities (ACWI) and the equal-weighted S&P 500 are attempting to break out for the fourth time this year from what has seemed like a...
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