Names with Increased Volume Leading into Earnings Season....
With Earning Season upon us we looked back over the last 3 weeks to see which names have had a good increase in volume. At the top of the list was...
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Japan: (Forecast) Global Index Changes in March & Big Outperformance
There could be 41 changes for the index in March. The passive trading impact is high for most stocks. The adds and upward migrations have...
428 Views
Tokai Carbon (5301 JP) — Margin Expansion Ahead, Valuation Yet to Reflect
Tokai sells German unit, cuts capacity, acquires Thai plant to boost EPS and margins, potential for share re-rating if sustained margins achieved.
404 Views
HEG IN – Graphite Leader Expands into Anodes; Capacity Edge and Battery Optionality Key
Strong operational performance in Q4 FY25 with high EBITDA margin and utilization, plans for expansion and deepening exposure driving positive...
605 Views
Tokai Carbon (5301.T) – Portfolio Shift Underway; Margin Recovery Key to Re-Rating
Company revenue peaked in FY23 but margins have declined; focusing on exiting underperforming assets and expanding in fine carbon, furnaces, and...
542 Views