Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
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What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
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🇯🇵 JAPAN • Results & Revisions Daily Roundup - 12th February ▲9449 6273 7309 ▼ 3769 6367 4324
12TH FEBRUARY ROUNDUP - 272 results and 122 revisions announcements were made yesterday. Our Results Score declined by another 18 basis points to...
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Yamaha Motor Robotics TOB/Buyout
The history here is tough to sort out.A year ago, Yamaha Motor Robotics Holdings (6274 JP) was named Shinkawa, and it agreed on 12 Feb 2019 to...
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Yamaha Motor (7272 JP): A New Buy Idea
Yamaha Motor (7272 JP) offers a strong risk reward and compelling story at current price. We believe the current valuation is cheap with the stock...
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