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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Japan : Q2 Sector & Company Performance Review
DOMESTIC DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ - The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
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Global Strategy: Opportunities in Health Care & Materials Stocks
Price and relative strength trends continue to improve for our international equal-weight Health Care Sector.We recommend adding exposure, and...
238 Views
Samurai Aerosol: Your ASEAN Motorcycle Exposure - A Multi-Bagger Potential
Can one make money from spray paint business? What if there is a company that understands how to sell spray paint to the motorcycle owners? Samurai...
198 Views
Kansai Paint: India Drives Growth But Kansai Nerolac's 50x PE Is Also a Risk
Kansai Paint continues to enjoy strong results in India where subsidiary Kansai Nerolac Paints Ltd (KNPL IN) has seen revenue double since 2011 and...
201 Views