Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidance when they annouce 1H...
356 Views
Popular and Unpopular Names - Names Analysts Do Like / Do Not Like in Japan....
If we look at the most recent upgrades, Shiseido Co Ltd (4911 JP) and Cosmo Energy (5021 JP) both picked up 3 upgrades in the last 2 weeks. TDK...
149 Views
Chiyoda (6366) Business Has Now Bottomed
The fall in the price of oil has resulted in a massive collapse in orders over the last 2 years. The main area hit has been LNG related. Last...
173 Views
Euglena (2931) - Seemingly Half-Hearted Attempt to Move Forward on Jet Fuel
It is not surprising both companies have been the subject of high-profile short-sell reports as, on the surface, Euglena Co Ltd (2931 JP) is a...
253 Views
Looking Towards FY3/18 - New Overall Japan OP Expected to Grow 8% in the Coming Year....
With full-year Earnings Season basically over, we put together some aggregate numbers to see how Japanese companies did and what is the new...
319 Views