Start Today: We Expect 50% YoY OP Growth This FY; Significant Deceleration Likely Over a Year Away
We fine tune our earnings estimates in anticipation of 1Q earnings and find that even with conservative assumptions FY earnings are likely to beat...
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Which Names in Japan Were Upgraded / Downgraded in Front of 1Q Earnings - Toyota Made the List....
We screened for company that had 2 or more upgrades / downgrades in the last 2 weeks. One name that stood out is Toyota Motor Corp (7203 JP)....
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Toray Buys Pacific Textiles Stake from Founder - Possible Lead-In to Partial Offer Next Year?
On Friday, Pacific Textiles Holdings (1382 HK) enjoyed a robust morning session of trade, rising more than it had any other day in the past ten...
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A Visit to Miniso Reveals Why It's Nibbling Market Share from Daiso, Uniqlo, Muji
I recently visited a Miniso store at Paya Lebar Singapore during lunch time and was surprised to find it relatively packed. Given the bright...
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Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
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