Investing to become financially independent
Investing to become financially independent
In this monthly asset allocation review, the analysis suggests reducing positions in European and Swiss equities, while emerging markets and Japan remain attractive. The outlook remains positive for US equities, although their valuation remains high, and Swiss real estate maintains its place as a fixed allocation in the portfolio.
Monthly Asset Allocation Read More »
Discover Hagihara Industries Inc, a successful Japanese company specializing in the manufacturing of synthetic fabric yarns and textile machinery, offering attractive investment potential with an attractive valuation and a conservative dividend yield. With strong cash reserves and a defensive sector, the stock presents a buying opportunity at a slightly undervalued price for savvy investors.
Analysis of Hagihara Industries Inc (7856:TYO) Read More »
Kühne + Nagel, the world's leading shipping and logistics company, continues to grow thanks to a clear strategy and an attractive return on capital. With growing dividends and a strong market position, this Swiss company deserves a place in every investment portfolio.
Kühne + Nagel Analysis (KNIN:VTX) Read More »
ORIOR, the Swiss food producer specialising in the processing of fresh foods, has a rich heritage dating back to the 19th century and an impressive portfolio of brands including Rapelli, Ticinella and Le Patron. The company stands out for its stability in the market and its ability to maintain controlled overheads, making it an attractive investment for long-term investors.
Analysis of Orior AG (ORON:SWX) Read More »
NARASAKI SANGYO CO LTD, a Japanese company specializing in the sale of electrical appliances and materials, has improving fundamentals despite limited margins. Although its debt/free cash flow ratio is high, the company is showing positive signs of evolution that deserve investors' attention.
Analysis of Narasaki Sangyo Co Ltd (8085:TYO) Read More »
Meet Bridgestone, the world leader in Japanese tires, which despite its dominant market position remains surprisingly undervalued on the stock market. A thorough analysis reveals a company with solid fundamentals, consistent growth and impressive value creation for its shareholders.
Analysis of Bridgestone Corp (5108:TYO) Read More »
Noda Corporation, a Japanese building materials company, has recently seen its stock price triple over the past few years, driven by strong shareholder value creation. With ample cash reserves and rising return on assets, investing in Noda appears to be a promising opportunity for investors seeking stability and growth.
Analysis of Noda Corp (7879:TYO) Read More »
In a world where car traffic has made our roads more complex, the reintroduction of priority to the right seems like a simple but effective solution to manage the increasing flow of vehicles. Take investing as an example: sometimes the best strategy is to stay calm and let others get agitated, while favoring a calm and thoughtful approach to maximize your gains.