Screen Holdings (7735 JP): Positioning & Potential Passive Buying
The increased market cap could lead to Screen Holdings being added to passive portfolios at the end of Feb. Positioning in the stock is larger than...
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ASMPT (522 HK): PAG Potential Privatisation?
Bloomberg reported that PAG and other parties have expressed interest in taking ASMPT private. Peers and historical multiples imply a fair price...
988 Views
TOWA (6315): Watch the Order Flow for an Entry Point
Management guiding for single-digit sales and profit growth in FY Mar-23, but that looks over-optimistic. Orders have dropped sharply and the Book...
475 Views