A Tiny Omron (6645 JP) Offering - What's Behind It?
This is a short, short quicknote on what is a tiny offering.Today, Omron Corp (6645 JP) announced a Secondary Offering by Bank of Tokyo Mitsubishi...
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Global Equity Strategy: Overweight EM, Pullback Opportunities in Europe, Japan Poised to Breakout
In the attached strategy document we expand upon themes and opportunities in materials, technology and financials as well as an overview of...
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Keyence (6861 JP): Climbing a Mountain of Cash
Keyence is the No. 1 "cash hoarder" in the Japanese stock market (see Companies that Are Chronic Cash Hoarders....Patrick Hansen) and the rising...
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Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
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Analyst Viewpoint on Consumer Finance : Japan
The analyst viewpoint series features interviews with analysts from several of the 46 markets covered in Euromonitor’s Consumer Finance research...
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