🇯🇵 JAPAN • The Post-COVID Rotation from Growth to Value Begins + 02/05 Results & Revisions Update
THE 2021 ROTATION BEGINS - For most of the last year, the Japanese equity market has been led by overvalued and overbought high-quality growth...
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🇯🇵 JAPAN • Results & Revisions 02/01 - Rohm, Shionogi..
Of Monday's 76 results announcements, 79% scored positively for earnings momentum despite trailing revenues falling by 5.2% on average and a 2.6...
201 Views
Asia Short Interest: BYD, Smoore, GCL Poly, Olympus, Nomura, Anritsu, Netmarble, UMC, Innolux, Acer
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
290 Views
Asia Short Interest: Tencent, Xiaomi, GCL Poly, Mobile, BYD, Lasertec, Advantest, Celltrion, Largan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
363 Views
Lasertec (6920 JP): Overbought, Take Profits
Lasertec continues to grow and its financial condition is sound, but at 104x FY Jun-21 EPS guidance and 96x cash flow, a great deal of future...
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