Letters by company

Aichi Corporation

2 letters discussing AICXF. Everything written about it on this site is on its ticker page.

Palm Harbour Capital Letter 2025 Q4 | 244 KB Palm Harbour Capital exited Playtech, RHI Magnesita, Aichi, Aberdeen European Logistics Income and Kri-Kri after governance concerns, cyclical risks, liquidation and fuller valuations changed the risk-reward balance. The fund added Converge ICT, arguing that Philippine fiber-network monetization, easing capital expenditure and broadband penetration growth can drive free cash flow. fourth quarter 0QG6 delisted111770 $2.5B284740 $390M
Palm Harbour Capital Letter 2025 Q1 | 284 KB Palm Harbour Capital argues that tariff-driven selling has created opportunities in overlooked global small caps with limited direct US trade exposure. It discusses corporate actions at Verallia, Aichi and Ocean Wilson, reviews contributors and detractors, and introduces Sun International as a cash-generative South African gaming and resorts investment. first quarter SVUFF delisted0FHO delistedDNIYY $4.5B