Buying Japan Tech Stocks
We have maintained our macro bullish view in the Nikkei from 17,000 and see increasing evidence that we will be able to clear the all mighty 21,000...
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NTT (9432 JP): The Next BuyBack Is Here
In April I wrote NTT - One Market Buyback Complete. What Next? Expect Another. The reasoning for this has been the same for the past 18 months....
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From Lattice to Imagination; Canyon Bridge Is Desperate
From Lattice to Imagination9 days after US President Donald Trump blocked a Chinese-backed Canyon Bridge Capital Partners from buying Lattice...
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Names with Bonds Coming Due and Not a Lot of Cash...
We initially screened for names that do not have a lot of cash relative to their short-term debt. We then went a step further and limited the...
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ZhongAn Online P&C Insurance IPO: Softbank Is Investing, Why and So-What
ZhongAn Online P&C (6060 HK) launched its IPO this week, targeting to raise USD1.5bn. We have covered the company's fundamentals in our...
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