The Topix Vs. Nikkei Skew
With the BOJ announcing yesterday that it would double the upper limit of its ETF purchases to ¥12trn a year and its previous policy shift to...
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🇯🇵 JAPAN • March Sector & Peer Group Relative Price Scores -
• RELATIVE PRICE SCORE •RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to TOPIX...
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Harmonic Drive – Margin Deterioration Hurts Even LT Story
Almost nine months ago when Harmonic Drive released its ¥1bn OP guidance for the year we said:“That ¥1bn OP estimate may look exceedingly...
336 Views
Misumi Group (9962 JP): Profit Recovery Delayed and Largely Discounted
Factory automation equipment supplier Misumi Group's 3Q results were an improvement over 2Q, but sales and profits were down year-on-year and 4Q is...
327 Views
Keyence – Valuations a Risk but Increasingly Attractive Relative to Peers
Keyence reported relatively weak 3Q numbers with revenue down 8.4% YoY (consensus -3.4%) although OP was down just -4.9% (consensus -8.1%). We...
290 Views