Keyence – 1Q Weak but It Is the SG&A and Hiring Trend Which Should Be Monitored
We have been touting Keyence as a long hedge against our least favoured pick within the FA space, Fanuc. Since October 2019 the long Keyence, short...
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Fanuc – Single Stock Bubble Meet Single Stock Pin
We have been harping on the excessive valuations in the FA sector for quite some time, and on Fanuc’s relative overvaluation vs. peers for even...
399 Views
🇯🇵 JAPAN • Results & Revisions 28th July - TEL, Fanuc, Canon, Nissan, Shin-Etsu, Omron
OUTLIERS - This quarter's results are highlighting the wide variances in performance between companies in the same thematic basket - in yesterday's...
305 Views
Asia Short Interest Weekly: JD, Netease, CSPC, Alibaba, Meituan, Tencent, Fanuc, Mitsubishi, Toshiba
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
324 Views
🇯🇵 JAPAN - Stress Tests Part 1 - Altman Z-Scores
STRESS TESTS - This Insight is the first in a series that will use a variety of standard and less-frequently used 'stress-tests' to look through...
606 Views