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 …

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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) …

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 #18 on Globaltrans (GLTR LI)

Russia is a market segment shun by investors. It’s also a vast country. What better way to transport bulk by rail? …

Quicky #17 on Shinoken (8909)

This is part #17 about a Japanese company active in the real estate business.

Quick update on Quadient (and a small buy)

After some news regarding Quadient I bought some shares recently.

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 …

Quicky #15 on Teva

This is part #15 about Teva, the huge Israeli generics producer.

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.

Quicky on BBBY (Q3 2020)

Jan 7th, Bed Bath & Beyond (BBBY US) reported its Q3 results for three months ending Nov 2020.

Quicky #13 on China Mobile (941 HK)

This is part #13 of quickies on new companies taking a look at the worlds biggest mobile service provider.

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 …

Quicky #11 on Quadient (QDT), fka Neopost (NEO)

This is part #11 in my series on new companies. Since I bought some share of Neopost, now Quadient, in late Sept 2016 as a turnaround speculation, I guess it is time to take a closer look …

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 …

Quicky #10 on Aareal Bank

This is part five of my mini series on banks and part #10 within my series of Quickies on new companies.

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.

Quicky #8 on Bed Bath and Beyond after BBBY’s 2020 Investor Day

Did the turnaround of Bed Bath & Beyond (BBBY) finally kick off? New management was put in place and changed some things for good. Then the global pandemic and checks from the government set the stage for the long-awaited turnaround. After todays virtual investor day, it is time for a quicky …

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.

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 …

Quicky #4 on Inpex (1605 JP)

This is part #4 about Inpex Corporation (1605 JP). I stumbled about the company when reading about Royal Dutch Shell’s huge Prelude FLNG project off Australia in which Inpex owns a stake with several other Asian companies. Inpex took a huge one-off charge due to operational production problems depressing current earnings. Time to take a look …

Is Tencent Music (TME) worth buying for its massive long-term growth potential?

[This post was published with password protection on Sept 22 but is now reposted without protection] Spotify is a very well known company in Western Europe and the US. Chances are that you use either Spotify’s services or any other service from Apple, Google, Amazon, etc! Spotify’s investing story rides on the huge secular growth trend of music streaming and podcasts, accelerated through covid-19, resulting in its one year stock price performance of +60%. Spotify’s profitability might be an issue, though. But there might be a more profitable alternative for investors …