A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
507 Views
Chiyoda: Limit Down Again as SMBC Nikko Touts Possibility of Capital Raise on Ichthys Expenses
After opening down 7% and trading for about an hour, Chiyoda Corp (6366 JP) plunged again and was locked limit down. We believe this is due to...
657 Views
India Small Cap Tour: Texmaco Rail & Engineering En Route to Becoming Total Rail Solutions Provider
Texmaco Rail And Engineering Ltd (TXMRE IN), in its FY2016 Annual Report, repeatedly highlighted the conundrum that the Indian wagon industry has...
700 Views
Macmahon – Worth the Wait in Gold?
As anticipated, the IFA in the Target Statement (released this morning) supported Macmahon Holdings Ltd (MAH AU)’s board, that the Unconditional...
489 Views
Smartkarma - Special Situations Weekly Update (12 December 2016)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
511 Views