'Quantamental' Japan Specialist, LightStream Research

Campbell Gunn

'Quantamental' Japan Specialist

ja research

ja research is an independent research platform focused exclusively on Japanese equities. Leveraging data and graphic analysis provided by Japan Analytics, we provide insights on small and medium-sized companies that have been ignored by the sell-side as well as challenging conventional wisdom on larger companies. We also offer analyst and corporate access, the latter with translation if required. 

Thematic (Sector/Industry)

THREE-MONTH % CHANGE IN SECTORS &amp; PEER GROUPS - This regular insight focuses on the percentage change in each sectors' weight in the market composite over the last three months and provides a quick snapshot of current market trends.  In this insight, we have added the top and bottom Peer Groups measured by their three-month basis point change in weight in the market composite.<hr>SECTORS<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/054/090/original/2018-06-03_11-45-50.png?1527993978" class="editor-image img-responsive" data-smartkarma-image-id="54090"></figure><div class="content-caption">Source: Japan Analytics</div>DOMESTIC SECTORS OUT-PERFORM - Domestic sectors continue to out-perform. The only…

THREE-MONTH % CHANGE IN SECTORS &amp; PEER GROUPS - This regular insight focuses on the percentage change in each sectors' weight in the market composite over the last three months and provides a quick snapshot of current market trends.  In this insight, we have added the top and bottom Peer Groups measured by their three-month basis point change in weight in the market composite.SECTORSSource: Japan AnalyticsDOMESTIC SECTORS OUT-PERFORM - Domestic sectors continue to out-perform. The only…

Japan: Sectors/Peer Groups 3M🔺Too Early to Bottom-Fish Cyclicals •Time to Trim Personal Products

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<ul><li>Waning Chinese demand for nappies hits overall growth rate</li><li>Demographic changes shaping market performance</li><li>Adult incontinence drives share gains</li><li>Health and beauty specialists and internet retailing increase share</li><li>Adult incontinence to overtake nappies/diapers/pants</li></ul>

Waning Chinese demand for nappies hits overall growth rateDemographic changes shaping market performanceAdult incontinence drives share gainsHealth and beauty specialists and internet retailing increase shareAdult incontinence to overtake nappies/diapers/pants

Sector Briefing: Tissue and Hygiene in Japan (Market Summary) - Part 1

Fintech, Real-time Big-Data Analytics Provider, Nowcast, Inc.

Ryota Hayashi

Fintech, Real-time Big-Data Analytics Provider

Nowcast, Inc.

We at Nowcast develop "Big-Data Economic Analytics Platforms".  We aim to revolutionize the financial markets by providing "accurate" and "real-time" analytics based on economic indicators and corporate activity data procured worldwide. 

Our Main Services

(1) Real-time Analytics
With our Nikkei CPI Now Index at our core, we provide real time analytics of global economic indicators such as POS Data. By utilizing Big-Data technology, we also provide real-time analytics of micro level data such as corporate earnings. 

(2) Big-Data Application Consulting
We too provide business consultation and conduct joint research on initiatives that strive to use data, such as from the operation capacity of construction machinery to number of passengers on railroad trains, as economic indicators. We provide continuous support to Data Scientists specialized in economics in their proposal stage, product development and up till its business development. 

(3) Monetary Policy Insights
With the proactive involvement of and support from from academicians in macroeconomics & key figures in the financial industry, we produce reports, conduct seminars and meetings that discuss about the forecast of financial markets, provide intellectual suggestions on asset allocation, etc. 

Macroeconomics

<ul class="ember-tether-target ember-tether-element-attached-top ember-tether-element-attached-left ember-tether-target-attached-top ember-tether-target-attached-right"><li>"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.</li><li>Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.</li><li>This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.</li></ul>

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.

December 2016 Review of Current Developments in Japan's Economy

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good one for equities in general, it should be good for defensive stocks, because these are the most bond-like of equities and the switch almost defines a fixed income bull market. Japan may not have been particularly high growth or high interest rate in 2000, but it was certainly higher growth and higher interest rate than today, and it is no surprise that defensive sectors like foods (+210% relative to Topix since 1999) and pharmaceuticals (+160%) have done very well over this time. The question, now, is whether this is set to continue, or whether we might have hit a turning point.

While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good one for equities in general, it should be good for defensive stocks, because these are the most bond-like of equities and the switch almost defines a fixed income bull market. Japan may not have been particularly high growth or high interest rate in 2000, but it was certainly higher growth and higher interest rate than today, and it is no surprise that defensive sectors like foods (+210% relative to Topix since 1999) and pharmaceuticals (+160%) have done very well over this time.  The question, now, is whether this is set to continue, or whether we might have hit a turning point.

Founder and CEO, Europacifica Consulting

Naomi Fink

Founder and CEO

Europacifica Consulting

As <a href="https://www.smartkarma.com/insights/boj-the-80-trillion-yen-question" target="_blank">forecast by Europacifica</a>, BOJ offered symbolic (modest) easing today.- Though it left overnight rates at -0.1%, the BOJ increased its <a href="https://www.boj.or.jp/en/announcements/release_2016/k160729a.pdf" target="_blank">ETF purchases</a> from JPY3.3trn to JPY6trn by a 7-2 majority vote.  - As anticipated, the BOJ refrained from extreme policies such as unlimited monetisation of government debt ("helicopter money").  - The BOJ also declined to further distort the measure of inflation expectations encapsulated in the JGBi market, or to pressure liquidity further by increasing the…

As forecast by Europacifica, BOJ offered symbolic (modest) easing today.- Though it left overnight rates at -0.1%, the BOJ increased its ETF purchases from JPY3.3trn to JPY6trn by a 7-2 majority vote.  - As anticipated, the BOJ refrained from extreme policies such as unlimited monetisation of government debt ("helicopter money").  - The BOJ also declined to further distort the measure of inflation expectations encapsulated in the JGBi market, or to pressure liquidity further by increasing the…

BOJ Outcome: Symbolic Stimulus (As We Predicted)

Japan

Lion Corporation manufactures a variety of household products such as toothpaste and detergents. The Company also produces pharmaceuticals, chemical products, and seasonings.  Lion sells its products primarily in Asia.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Lion Corp (4912 JP)

Japan: Sectors/Peer Groups 3M🔺Too Early to Bottom-Fish Cyclicals •Time to Trim Personal Products

THREE-MONTH % CHANGE IN SECTORS & PEER GROUPS - This regular insight focuses on the percentage change in each sectors' weight in the market...

Campbell Gunn

Sector Briefing: Tissue and Hygiene in Japan (Market Summary) - Part 1

Waning Chinese demand for nappies hits overall growth rate Demographic changes shaping market performance Adult incontinence drives share...

Euromonitor International Ltd.

December 2016 Review of Current Developments in Japan's Economy

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data”...

Nowcast, Inc.

Death Rattle for Defensives?

While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...

Pelham Smithers Associates

BOJ Outcome: Symbolic Stimulus (As We Predicted)

As forecast by Europacifica, BOJ offered symbolic (modest) easing today.- Though it left overnight rates at -0.1%, the BOJ increased its ETF...

Naomi Fink

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)