Two big wins for Strategic Capital and activism in GungHo: 1. Kazuki Morishita will step-down from the CEO & President role to focus on the product development, while remaining in the board of directors. Kazuya Sakai (ex CFO) will assume as CEO & President. 2. New compensation…
GungHo 🇯🇵 is perhaps one of the biggest market inefficiencies awaiting for a hostile takeover, trading at EV/EBIT 0.4, 90% of market cap in cash + 40% interest in Gravity. Looking forward to see how the story unfolds stracap.jp/english/3765-G… Used to own a sizeable position 2…
Another day with sweet news from China / $TIGR 😊
Perhaps a good time to get out until the Turkish segment is fully discounted by the market (+ LatAm gambling tax hikes)
Nilörn $NILb.ST delivered solid results, even with their luxury packaging customers being overstocked until mid-2026. The new EU's Digital Product Passport could be a real kicker for their RIS segment in the upcoming years. Up 16% today
Thinking of resuming the position on $HLF - Mkt Cap: 888MM => Net Income: 192MM (Adj. PE 4.4) - EV: 2920MM => EBIT: 630MM (EV/EBIT 4.6) - Revenues are stable, distributor base resumed its growth lately. The company is highly leveraged and the thesis relies on transferring value…
$SL $SL.MI UBS initiates coverage on Sanlorenzo with a Buy rating and €47PT. Cites strong positioning in high-end yacht mkt, solid pricing power, and strategic upside from Nautor Swan deal. Highlights direct distribution, strong FCF, high ROIC, and potential for dividends & M&A.
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