Taisho Pharma (4581) - Slouching Activism May Not Get This Bumped
Taisho Pharma's TOB closes soon. It should have had a bump, but I think it needed a large vocal shareholder to say so, not a small fund asking the...
792 Views
Kobayashi Pharma (4967 JP): CVC/NSSK Buyout Rumour Faces an Oasis Hurdle
While the offer appears attractive relative to precedent and peer multiples, Oasis, the largest shareholder, is unlikely to back it. A higher offer...
201 Views
Supports Starting to Break; Upgrading Non-U.S. Small-Caps to Overweight; Transports/Comm/HC Buys
Support levels on global indexes (EURO STOXX 50, $ACWX, $EFA) beginning to break as $DXY and 10-year Treasury yield $TNX break above $105.70 and...
695 Views
2022 in Rear Mirror View: Top Performers From My Global Healthcare Coverage Universe
From my coverage universe, two Taiwanese stocks generated 59% and 71% returns in nearly six months. New product launch and geography expansion are...
939 Views
🇯🇵 JAPAN - Stress Tests Part 3 - Inventory, Fixed Asset & Free Cash Flows
FROM OPERATING TO FINANCING CASH FLOWS - Having examined Operating Cash Flow in our previous Insight, we shall look into the 'stressors' between...
516 Views