Silicone Production Capacity Expansion Announced as China’s Production Falters
Shin-Etsu recently announced that it plans to expand silicone production to curb the supply shortages that are prevalent in the industry. Over the...
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Japan: Scoring Results & Revisions Summer 2018 - Top and Bottom Companies + Long & Short Portfolios
INTRODUCTION - The second, and final part of our Results and Forecast/Revision Scores review for Summer 2018 will look at the leading and lagging...
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Japan Fortnightly Update: Market PE at ‘Abe-Era’ Low
GOOD RESULTS/WEAK MARKET - It may just be because the ‘Obon’ holidays start next week, but the Japanese equity market has greeted the seventh...
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Construction Activities in Key Economies and Robust Demand for Semiconductor Silicon Drive Earnings
Shin-Etsu reported its first quarter FY03/19 results on Wednesday 25 July beating consensus estimates, particularly at the OP line (+5.2% vs....
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JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
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