Michael Fritzell from Asian Century Stocks on T. Hasegawa (podcast #110)
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Michael Fritzell, founder of Asian Century Stocks, goes through his thesis on T. Hasegawa. T. Hasegawa trades at a huge discount to its domestic peers like IFF despite similar or better growth and margins, and Michael thinks some recent changes and shareholder pressure could set the company up to rerate.
Michael Fritzell from Asian Century Stocks on T. Hasegawa (podcast #110)
Michael Fritzell from Asian Century Stocks on…
Michael Fritzell from Asian Century Stocks on T. Hasegawa (podcast #110)
Michael Fritzell, founder of Asian Century Stocks, goes through his thesis on T. Hasegawa. T. Hasegawa trades at a huge discount to its domestic peers like IFF despite similar or better growth and margins, and Michael thinks some recent changes and shareholder pressure could set the company up to rerate.