Japan: Seasonality - "Sell in July and Say Goodbye...Please Come Back on Culture Day"
IN ONE SENTENCE - If you wish to read no further, this insight can be summarised as - 1st Half > 2nd Half + 1st Quarter > 2nd Quarter >...
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Japan: Results & Revisions Update - Slowing Momentum Confirmed
DOUBLE-DIGIT YOY GROWTH BUT RISING COSTS A CONCERN- 27% of Japanese listed companies reported earnings results last week. In aggregate, the group...
327 Views
Most Popular / Unpopular Names in Japan over Last Month. Nintendo Made the Good List....
Over the last month, 9 companies have been upgraded by 2 or more analyst. Nintendo Co Ltd (7974 JP) is the largest by mkt-cap to make the list and...
427 Views
JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
573 Views
Pessimism Overdone: Takeda Undervalued By 40% Under Modestly Enhanced Post-Deal Financial Assumption
Takeda Pharmaceutical Co Ltd (4502 JP)’s CMP highly underappreciates potential financial transformation through its integration with Shire and the...
495 Views