🇯🇵 JAPAN • January Relative Price Scores - Actionable Mean Reversion Trades
As the Japanese equity market continues to rise the 'spread' between the percentage of listed companies that are OverSold and those that are...
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Japan Governance - Diversity Matters
Japanese companies have very low levels of board diversity. Participation by women is too low to see any tangible results yet, but more youthful...
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Asia Short Interest: Sinopec, Kingdee, Anta, Recruit, Capcom, Sharp, Celltrion, Samsung, Delta, TSMC
The Short Interest report looks at large weekly movements across HK, Japan, Korea and Taiwan. Ping An saw a huge increase in shorts while TSMC saw...
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Emerging Markets Breaking Out
Emerging markets (EEM-US) are breaking above major $46.30 resistance to hit highs not seen since June 2018. Additionally, RS on EEM-US is near 1...
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CyberAgent [Alt Data]: Expect C.15% Full-Year OP Guidance Beat but Is Currently Overbought
In this note, we examine the possibility of CyberAgent beating its OP guidance, based on Google Play app rankings for CyberAgent’s hit game titles...
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