Most Seasonally Volatile Names and What to Expect in April.....
It has always fascinated me that in Japan price performance can be so seasonal. Take Toyota Motor Corp (7203 JP) for instance, over the last 30...
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With 3Q Earnings Pretty Much Done Which Names Are Best / Worst Position for Full-Year End....
With 3Q Earning Season basically done, we looked back to see which names have done well in the first 3Q and are well positioned to beat full-year...
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Biggest Moves in Consensus and Best Performers After 1H Announcements in Japan....
With 1H Earnings Season basically done, we went back and screened for names with the largest changes in consensus estimates after results were...
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Ferrotec (6890 JP) - Exciting Late Cycle AMAT Supplier
One of the punchier forecasts to have appeared in the last Japanese earnings season were those for Applied Materials Inc (AMAT US) supply chain...
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Modec Price Momentum Strong, 230% of Market Cap in Orders Incoming by Year End - 8x PE Is Too Cheap
Modec is up about 22% in one and a half months rebounding close to its recent peak following SMBC initiating on the stock with a buy. The company's...
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