🇯🇵 JAPAN • Results & Revisions 11/09 -Hamamatsu, Secom, Sumitomo Metal Min
• BEST & WORST • Monday's best and worst pairing is Yamaha Motor (7272 JP) (already covered by Mio) and JFE (5411 JP)................
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Yamaha Motor – What a Turnaround
Yamaha Motor's earnings trend received a significant boost in 3Q and the company boosted guidance by 3.5 times. This is likely to surprise the...
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India Autos | Auto Tracker for August - YoY Volume Recovery
This insight is a sequel to our monthly auto tracker insights. It covers the performance of the auto sector in India for the month of August,...
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🇯🇵 JAPAN • Results & Revisions 28th May - Nissan, Nikon & Toray
LIMPING HOME - 42 companies reported results on Thursday of which 32 were for the full-year. Of these, 38% made FY2021 forecasts of which only...
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Taking Stock of the Almost Excessive Alpha Generation From TOPIX-Nikkei Skew Trades
Since the 17th of March we have published several notes regarding skews in performance between names that have heavy weights in TOPIX vs. those...
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