Russia is a market segment shun by investors. It’s also a vast country. What better way to transport bulk by rail? …
Continue reading “Quicky #18 on Globaltrans (GLTR LI)”Tag: equity valuation
Quick update on Quadient (and a small buy)
After some news regarding Quadient I bought some shares recently.
Continue reading “Quick update on Quadient (and a small buy)”Quicky #16 on Tradelink (536 HK)
This part #16 is about Tradelink Electronic Commerce Limited, which I found using a screen for ‘cheap’ Hong Kong stocks with a net cash position …
Continue reading “Quicky #16 on Tradelink (536 HK)”Quicky #14 on Koshidaka (2157 JP)
This is part #14 about Koshidaka Holdings, which business mostly consists of karaoke services in its domestic Japan market.
Continue reading “Quicky #14 on Koshidaka (2157 JP)”Quicky on BBBY (Q3 2020)
Jan 7th, Bed Bath & Beyond (BBBY US) reported its Q3 results for three months ending Nov 2020.
Continue reading “Quicky on BBBY (Q3 2020)”Quicky #12 on NTT (JP 9432)
This is part #12 about Nippon Telegraph and Telephone Corp. I hold NTT stocks (9432 JP) since FEb 2018. Now is a good time to review my small legacy position in NTT since …
Continue reading “Quicky #12 on NTT (JP 9432)”I looked at the Banking Industry and I invested in this Asian company! (Silverlake)
This is part six and at the same time the last piece of my series on banks, for the time being. In this post I will do a quick recap of the series and take a look at my learnings.
More important for you: I analysed a company I had on my to-do-list for some time now …
Continue reading “I looked at the Banking Industry and I invested in this Asian company! (Silverlake)”Food for Thought #17 // Links🔗
This time the most interesting content I stumbled over includes: equity markets, stock exchanges, pipe, GMO, and Q3 updates on SES SA, Progressive
Continue reading “Food for Thought #17 // Links🔗”Quicky #9 on Sberbank
This is part four of my mini series on banks and part #9 within my series of Quickies on new companies.
Continue reading “Quicky #9 on Sberbank”Quicky #6 on Svenska Handelsbanken
This is part two of my mini series on banks and part #6 within my series of Quickies on new companies.
Continue reading “Quicky #6 on Svenska Handelsbanken”Quicky #5 on Gilead
This is part #5 on Gilead Sciences, Inc. of which I own shares (GILD US) since a few years without doing a thorough company analysis so far. The share price of GILD saw a recent high of $84 on remdesivir hopes in late April, but is now at a multi-year low of $60. Time for me to take a look …
Continue reading “Quicky #5 on Gilead”