Global Funds - Japan Momentum Stalls
A brief note on how rising allocations in Japan among global funds have stalled since the start of the year. Latest Positioning OverviewJapan's...
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Launching Coverage of Japan Tobacco With Wide Moat and Negative Moat Trend Ratings; FVE of JPY 3,750
We initiate coverage of Japan Tobacco Inc (2914 JP) with a fair value estimate of JPY 3,750, and assign it wide moat and negative moat trend...
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Japan Tobacco (2914)--Getting Crushed by Philip Morris
Japan Tobacco (JT) reported disappointing FY17 results and under-consensus FY18 outlook on February 6th, but at the analysts meeting the following...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
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