Fanuc – Is a Robomachine Rally Sustainable?
Fanuc put up strong 2Q numbers and raised guidance more than 100% to ¥85.4bn, however, we remain more concerned with long-term prospects as we feel...
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🇯🇵 JAPAN • Analysing The "Buffett Trade", Valuing the Sogo Shosha & The Return of Asian Inflation
THE BUFFETT TRADE - Much has written on $ber
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🇯🇵 JAPAN • Stock Picking with 'Peak' EV/OP Multiples - Introducing EV/POP
"Beware of geeks bearing formulas." - Warren Buffett Enterprise Value multiples have become common parlance in the investment world, both...
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Nikkei225 Dividend Futures: Focus Shifts to 2021
With the bulk of the dividends for 2020 announced and guidance provided for the rest of the year by most constituent companies, the Nikkei225 2020...
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JAPAN PASSIVE: Who Owns What 2020?
There are many reasons why active investors in Japan should be interested in understanding the ownership and shareholder dynamics of passive...
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