Three interesting financials?

Quick thoughts on very different PBB GR /GLJ GR/ BNORDIK DC.

Some bets on Japan changing, PF moves

There might come some change in Japan with companies targeting higher P/B.

Banking on free money (CZBS)

I could kick my ass for not looking into the epic ECIP story when I first read about it.

Some experience with Sixt (SIX3 GR)

Many German investors perceive Sixt as a German high quality business. My experience does not disprove the narrative.

Cyclicality at PC Partner (1263 HK)

Sales, margins and returns on capital recently skyrocketed …

We enjoy interest rates once more

The ‘joy’ can appear a little small if we hold the wrong stocks, though …

Thoughts on SES going down (SESG LX)

Another stock that is surprisingly performing in lockstep with the market (that means deeply red). How come …

Issues at Greatview Aseptic (468 HK)

They used to generate ROEs in the 15% range, but that came down recently. So did the share price …

Hallmarks of P&C insurers

The book The Five Rules for Successful Stock Investing from Dorsey (see my review here) mentiones the following characteristics as hallmarks of P&C insurers and I wanted to check in on ‘my’ three insurances …

I bought 3% Haier (690D)

Business fundamentals look good. German issue trades at much lower price …

Quicky on Central Japan Railway (9022 JP)

A bet on tourisms returning to Japan. I definitely would want to …

Quick thoughts on PGR: hold

During a challenging time for the industry the stock is at an ATH …

Quick update on Porsche SE / VW

A twitter user asked me where i posted my update about this interesting situation. So here it is …

Shinoken being taken private after good Q2

Shinoken’s Q2 results were good, but not important since the company will likely be taken private for JPY 1600 per share.

Quicky on Wartsila (WRT1V)

(quickly abandonend)

Quick thought on Krka (Rus/Ukr)

Feeling some indirect Rus/Ukr pain.

Quicky on Cherry (C3RY GR)

E-gaming, home office and digitalization might all be good trends for Cherry.

Quick pass on Hazama Ando (1719 JP)

a typical Japanese cash hoard …

Quicky on Cewe (CWC GR)

Photobooks are great … for (wierd) people like me …

Quicky on Computershare (CPU). Hoping for a revisit

The central processing unit or CPU is a fundamental component of any personal computer enabling the efficient processing of data between all other involved network components (certainly someone can correct me here). In a sense, so is CPU …

About Russian stocks (learnings from a drafted quicky)

I started this post in October 2020 and never finished it.

Quicky on Ansys (ANSS US): simulation software

Ansys was within a group of stocks with the very best performance in this century (acc to company in ’19), which became possible through the combination of scalability, profitability, and growth (and I’d like to add valuation) …

Review of Bedrock AI – a screening tool for risk

I was approached on Twitter if that they liked my tweets (at least one 🙂 ) and asked if I wanted a free trial of the product. I said yes and tried it …

Quicky on Fire Rock Hold. (1909 HK) – interesting year end ahead!

I recently (March 2020 😀 ) run a stock screener on high returns on equity or RoE (and some other metrics: net cash, P/E, yield it was, I believe) and ended up with a list of a few hundred company names. I quickly read through the first about one hundred names and noted ten stock tickers to take a further look. Frome these ten, I already knew four ticker symbols.

Quicky on ZIM Integrated Shipping (ZIM US)

Global supply chains are still in disorder and shipping rates are ‘sky high’, providing record profits for container liners operating at sea …