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Port (7074)

January 11, 2024

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  • pdf Port (7074) Sales Note 11.01.2024
    File size: 261 KB
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Latest News

  • Semiconductor stock prices looking increasingly detached from reality
    January 28, 2024
    Besides less than a handful of Asian technology names which we continue to like, namely TSMC which has topped our buy list since May of last year, we have become ...
  • Despite big rally in Nikkei stocks, we recommend Japan’s value names
    January 14, 2024
    For Japan stock market participants, the big rally which have pushed key market indices close to their 1989 highs could not have provided a better start to 2024. Japan ...
  • A review of our 2023 calls and some predictions for this year
    January 2, 2024
    Looking back at our last year’s predictions, the calls turned out to be a mixed bag. Although we correctly predicted that China will disappoint bullish market ...

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