Primer: Teikoku Sen-i Co., Ltd. (3302 JP) - Aug 2026
Teikoku Sen-i is a dominant player in Japan's niche disaster prevention market, leveraging over a century of experience to supply critical...
97 Views
Screening the Silk Road: Q1 2021 All Cap Screening - Free Cashflow (FCF)
With the value/growth investment style ratio at 20-year lows, we present 27 names which hold characteristics worthy of further review.
419 Views
Nippon Dry-Chemical (1909 JP): Neuberger Starts an Activist Campaign, but Success Is Uncertain
While Neuberger’s criticisms have merit, the Board could credibly refute most of them. The shares are marginally trading through terms, but the...
205 Views
Nippon Dry Chemical (1909 JP): Alsok/Carlyle Tender Offer at JPY3,730
Alsok and Carlyle initially engaged in a bidding war but eventually settled on a joint bid. The offer is attractive and sits at the high end of the...
186 Views
Global Pharmaceuticals: Valuations, Assets and Leverage Up - Margins Down
We examined ten years of accounting and valuation data for the pharmaceutical companies around the world with sales of US$100m+ and created...
606 Views