Names Potentially Well Positioned to Beat Year-End Estimates
With a good portion of Japanese companies having already announced 1H results, we looked at the names that are well positioned for the second half....
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Which Names Do the Best from September to the End of the Year....
With only 2 weeks left in August, we wanted to highlight names that you should be looking at heading into the next couple of months to the end of...
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Will Toshiba Take On Its LNG Commitment, or Simply Pay Up?
Toshiba is faced with yet another provision as it remains bound by a 20 year commitment with the US-based Freeport for a minimum LNG undertaking of...
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Short Sell Research Vs The Japan Stock Market Blob
Two recent press articles "Muddy Waters and Andrew Left: the short sellers having a ball" (...
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Japan Non-IT Industries: Overcoming Deflation Not Enough
Empirical data on the drivers of Japanese productivity are sadly not at the forefront of Abenomics, but they should be. Europacifica CEO Naomi...
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