Bottoms-Up View on Developed Markets: Actionable Stocks, Part 2
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
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Asahi Kasei: Sage Automotive Acquisition Strengthens Automotive Growth Prospects
Asahi Kasei Corp (3407 JP) announced yesterday that it has finalized its deal to acquire Sage Automotive Interiors, a US-based textile supplier for...
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BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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Half of Recommendations on TOPIX Companies Are BUY. Highest Since 2011....
Since 2013 when the % of Buy recommendation to total hit a recently low of 43%, that percentage has slowly been inching upward to the current level...
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Which Companies Tend to Revise Company Guidance in January / February....
We are entering the period when Japanese company love to tweak their full-year guidance in front of the fiscal year-end in March. We looked back...
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