I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
1.8k Views
Japan's Aggregate OP up 3% in the First Part of 3Q Earnings Season.....
With approx. 200 names already reporting 3Q numbers. We looked at the Market and Sector numbers to see who is best positioned to beat full-year...
393 Views
Initiating Coverage of Casio Computer With No-Moat, Negative Trend Ratings, and FVE of JPY 1,900
We are initiating coverage of Casio Computer with a JPY 1,900 fair value estimate, and we assign no-moat and negative moat trend ratings. Our fair...
169 Views
Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
702 Views
July Tourism & Macro Data Suggest Coach Q1 FY17 Will Disappoint
Coach Inc (COH US) fell another -2.3% today in the US after an analyst downgrade, and the stock is down -14.4% since reporting unexciting Q4 FY16...
193 Views