Japan : Q2 Sector & Company Performance Review
DOMESTIC DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ - The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
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Raksul IPO: Under the Radar, Shouldn't Be, but Too Expensive to Get Excited Immediately
Raksul (ラクスル) can be read in Japanese as "to make easy", and within the printing and delivery markets, that is precisely what the company aims to...
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With ‘Brand Building’ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
I’ve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
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Names Down in the First 11 Months Tend to Go up in Japan.....
We looked back over the last 16 years and found that names that are down in the first 11 months tend to outperform in December. To calculate the...
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Asatsu (9747) - Are Chances of a Counter Bid Being Underplayed?
One of the really extraordinary features of the discussion over the Asatsu DK (9747 JP) bid is the lack of discussion about a counter bid by WPP...
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