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Every article we have published, filed by the company it is actually about.
284 articles filed by company
buybacks Tokyo Automatic Machinery targets 1x book value and a 30% payout ratio, backed by ¥5,220 of NCAV plus investments per share against a…
activism OUG Holdings trades at 0.5x tangible book and 5x earnings, with a 1.6% dividend-on-equity policy and net-net characteristics including…
deep value Nippon Pigment trades at ¥3,110 versus ¥8,522 of NCAV plus investments after booking a bargain-purchase gain larger than its market cap.
activism Kinki Sharyo (TYO 7122), a 105-year-old rolling-stock maker, trades at 0.3x book and 64% below NCAV plus rental real estate, with Effissimo…
earnings Tigers Polymers trades at 0.3x tangible book and 7.5x earnings, with 71% of FY2025 Q1–Q3 profits from U.S. operations.
deep value Asaka Industrial trades at a 57% discount to NCAV plus investments, while land carried at $22,500 is valued at least $5.7 million.
buybacks Kaneshita Construction trades at ¥2,690 per share versus roughly ¥7,654 of NCAV plus investment securities and has repurchased 42.5% of…
GZPZY long 2026-04-29 energy Gaztransport and Technigaz, a €7 billion French company, leads ultra-low-temperature containment systems for storage and transport.
ASTS short 2026-04-29 aerospace & defense AST SpaceMobile is priced for a 2026 commercial launch despite no identified path to manufacture or launch its satellite deployment target.
APG long 2026-04-28 business models APi Group’s mix of specialty contracting segments complicates a conventional contractor valuation.
HHH long 2026-04-28 equities Howard Hughes Holdings is pitched as a long in the $60s, with a near-term $90 target and a projected 20%+ IRR.
NTCYF short 2026-04-28 europe Netcompany’s M&A-led expansion turned a high-quality Danish IT consultant into a more commoditized pan-European business.
CDLR long 2026-04-27 energy Cadeler (CDLR) is the world’s largest pure-play owner-operator of wind turbine installation vessels, listed in Oslo and on the NYSE.
KHTRF long 2026-04-27 healthcare Knight Therapeutics (GUD-T) is a long position built on confidence in founder Jonathan Goodman, following his earlier success with Paladin…
EN long 2026-04-27 japan B-EN-G (4828) combines Japanese system integration with a higher-quality industrial software and vertical ERP business.
QDEL long 2026-04-26 healthcare QuidelOrtho is presented as a long idea after falling to 52-week lows, with the thesis centered on misvaluation.
TTAN long 2026-04-26 software ServiceTitan (TTAN) is shifting from vertical software for trades businesses toward the operating layer for scaled essential-services…
SLX long 2026-04-26 energy Silex Systems owns 51% of Global Laser Enrichment, the only company to achieve pilot-scale laser uranium enrichment; Cameco owns the…
ABDP long 2026-04-26 automotive AB Dynamics supplies driving robots and soft-target dummies for testing vehicle active-safety and autonomous-driving systems.
BNO long 2026-04-26 commodities United States Brent Oil Fund LP (BNO) is a bullish trade via shares, call options or a July $60–$70 call spread.
