Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
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What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
379 Views
Stanley Acquires Hexa Tech: AIN Substrates Might Allow Stanley to Compete on ADAS
On Monday, Stanley Electric (6923 JP) announced that it acquired shares of “HexaTech, Inc.” for JPY4.2bn (USD 39m). The deal makes Hexa Tech one...
769 Views
A Failing 1H From the Lighting Players; US-China Trade Tension Being the Key Reason
On the 28th of October, Koito Manufacturing (7276 JP) and Stanley Electric (6923 JP) posted their 2QFY03/20 results which were weak, falling below...
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A Weak 1Q for the Lighting Players: Koito and Stanley Keep Earnings Guidance Unchanged Regardless
On the 25th of July, Koito Manufacturing (7276 JP) posted FY03/19 results that did not look particularly attractive falling below market...
441 Views