Buy Japan On This Breakout ; TOPIX Breaking Out To 21-Year Highs; Actionable Theme: Growth Sectors
Japan (TOPIX, TOPIX Small) was a big focus for us last week, and it remains the focus in today's report; this could be the start of a broad-based...
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Recruit: Strong Performance of HR Tech Drives Earnings Beat; Shares Are Overvalued
Recruit's 1QFY03/2022 revenues grew 39.8% YoY while operating profit almost quadrupled to JPY104.7bn. Both HR Tech and Staffing have recovered but...
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Wanted Lab IPO - More Retail Interest than the Krafton IPO
In this insight, we provide the details of the Wanted Lab IPO, which received higher amounts of retail deposit interest than the Krafton IPO.
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Recruit Holdings: Recovery in HR Tech but Other Segments Still Struggling
Recruit’s 4Q FY03/21 financials show a recovery cf. first three quarters of FY03/21, driven by the HR Technology segment while the company’s other...
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Two Japanese High-Quality, Niche-Focused Recruitment Agents
We feel it way more difficult to pick between the two than set them apart from the larger crowd, but here is our No. 1 pick if we have to choose.
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