TDK Revises FY03/19 Guidance on the Back of US-China Trade Tensions
TDK revised its FY03/19E guidance following the 3QFY03/19 earnings release, which underperformed both consensus and LSR expectations. The company...
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Is It a Nikkei BOJ Squeeze on Nikkei 225 Low Float Names? Or Just FamilyMart Being FamilyMart?
A comment from a Smartkarma client prompted me to dig through this. It was an interesting comment suggesting the high weight Nikkei 225 names,...
577 Views
2Q Earnings Is the Time for Full-Year Guidance Revisions. See Who Changed Their Numbers the Most....
At the beginning of the fiscal year, Japanese companies issue full-year guidance. Most of them will then revise those number when they announce 2Q...
465 Views
5G Is Coming – Don’t Panic. Sensible Plans from SoftBank (9984 JP), Docomo (9437 JP), KDDI (9433 JP)
5G sounds great, right? – faster speeds, more capacity, improved efficiency – but what does that really mean? The reality is that 5G isn’t needed...
387 Views
JAPAN PASSIVE: Who Owns What?
The insight JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 of a few days ago was a piece about the BOJ's impact on the Nikkei 225. The BOJ...
2k Views