Thyssenkrupp: Turnaround Underway
The spectacular sale of Elevators has transformed TKA’s balance sheet and the performance problems are finally being addressed. The cash from the...
332 Views
Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
733 Views
Tata Steel: Improved Results, Debt Worries Remain
Tata Steel Ltd (TATA IN)’s latest quarterly results beat our expectations. The company’s revenue for Q2FY19 (which ended in September) rose 15%...
647 Views
Reality Overwhelms Creative Accounting
Bombardier Inc (BBD/B CN) has recently fallen 38%, ThyssenKrupp AG (TKA GR) 18% and Celltrion Inc (068270 KS) 30%. In each case, the market was...
460 Views
Has The Tata Juggernaut Resumed Rolling? – Part 1
Cyrus Mistry, the sixth chairman of the more than a century old Indian conglomerate, the Tata group, was ousted on October 24, 2016, in an...
339 Views