Sk Kaken Co.Ltd

• 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 2025 DNIYY $4BENOG $1.7BFCODF $4.7B +4
• Palm Harbour Capital Q2 2024 Letter ↗ Piraeus Port Authority anchors a contrarian portfolio case for competitively advantaged assets completing investment programmes while retaining substantial cash and scope for higher dividends. Palm Harbour argues that extreme megacap and AI enthusiasm has widened the opportunity in international value and small caps, while pressing SK Kaken to improve capital allocation. second quarter 2024 0OIY $1.5BGHTI LNA $289M +4

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