Hi This article serves as a value investing research summary on Toshiba. Key Finding A weak balance sheet may derail Toshiba’s turnaround chances. (A) Business description Toshiba manufactures a variety of products and is also a solution provider and marketer of advanced electronic and electrical products and systems. Toshiba Group brings innovation to a wide range of business segments, mainly: (i) Energy Systems & Solutions; (ii) Infrastructure Systems & Solutions; …
Read MoreApple of Your Eye?
Hi, This is a Value Investing research summary on Apple Inc. Key findings 1) Strong Brand Loyalty 2) Effective Research and Development 3) Competent management (A) Business description Apple Inc. is a globalised company which designs, manufactures and markets mobile communication and media devices and personal computers, and sells a variety of related software, services, accessories, networking solutions and third-party digital content and applications. Some of the company’s most renowned …
Read MoreMonsanto: A Seed You Will Never Miss
Hi Investors, This is an Investment research summary on Monsanto Inc. Key Findings 1) Strong Demand for Monsanto’s Seeds 2) Digital Agriculture Initiatives (A) Business Description Monsanto Company, together with its subsidiaries, provides agricultural products for farmers worldwide where their main region of operation is in the US. It operates in two segments, Seeds and Genomics, and Agricultural Productivity. The Seeds and Genomics segment produces row crop seeds, including corn, …
Read MoreHongkong Land Holdings Ltd: A Thriving Property?
Hi Investors, This is an Investment research summary on Hongkong Land Holdings Ltd. Key Findings 1) Limited Recurring Growth 2) Uncertain Earnings 3) Lack of Competitive Advantage (A) Business Description Hongkong Land Holdings Limited, together with its subsidiaries, engages in the investment, development, and management of real estate properties which it owns and manages approximately 850,000 square meters of office and luxury retail property primarily in Hong Kong, Singapore, …
Read MoreThe Cheesecake Factory: Does it still taste as good?
Hi Investors , This is an Investment research summary on The Cheesecake Factory Key findings 1) Domestic expansion likely to boost its growth potential 2) Expansion overseas increases it presence overseas (A) Business description The Cheesecake Factory Inc. is a US-based operator of full-service, casual dining restaurants where is operates 194 upscale casual dining restaurants under “The Cheesecake Factory” brand and 13 restaurants under the “Grand Lux Café” and …
Read MoreSouthwest Airline: Continues to Fly High
Investment research summary Key drivers that has worked in the past likely to drive Southwest Airline sales in the future (A) Business description Southwest Airlines is a major passenger airline that provides scheduled air transportation in the United States and near-international markets. It is also largest domestic air carrier in terms of fleet size and number of domestic origination passengers boarded in the US and the airline provide access to the …
Read MoreMy Peek into the World of Bitcoin (Part 1)
Background Bitcoin has been getting increasing news coverage recently. Bitcoin price has breached the USD$10,000 mark. In the past month, my nephew encouraged me to buy Bitcoins and on a separate occasion, my friend’s son, declared that he is making money from Bitcoin. Honestly, I am ignorant about Bitcoin and only know of it as an internet currency which we can use to make purchases. Recent developments prompted me to …
Read MoreCamping World Holdings – A Growth Story Written by an Exceptional CEO
SUMMARY Camping World has been outperforming the market since its IPO in 2016 and will continue on this trajectory for some time to come. The RV industry is largely fragmented and this fits nice into Camping World’s acquisition plans. Recreational vehicles become increasingly popular in the US and the company will be in a position to take advantage of the trend. Marcus Lemonis’ is a brilliant capital allocator and works …
Read MoreFirst Solar Inc. – The Top Dog in an Expanding Solar Industry
SUMMARY First Solar is the leading solar manufacturer for commercial installations with a cutting edge technology that allows it to enjoy pricing advantages over its peers. Being a product leader has proved to be a sustainable moat itself over the long-term. As the world’s energy consumption shifts towards cleaner options such as solar and wind, First Solar stands to benefit from untapped markets to fuel its expansion. Introduction During our …
Read MoreJD.com – The Amazon.com of China with A Huge Runway Ahead
SUMMARY With a market capitalization of less than $50 billion, JD.com has plenty of room to grow Partnerships are important as it helps the company to gain scale outside of China. The company continues to gain efficiency as it builds its infrastructure such as warehousing and delivery capabilities. Two trends that will propel JD.com forward: China’s rising income and adoption of Internet in their everyday lives. (A) Introduction China has …
Read More