🇯🇵 JAPAN • Results & Revisions Daily Roundup - 12th February ▲9449 6273 7309 ▼ 3769 6367 4324
12TH FEBRUARY ROUNDUP - 272 results and 122 revisions announcements were made yesterday. Our Results Score declined by another 18 basis points to...
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Havells India (HAVL IN) | Lost Ground Unlikely to Be Recovered; Underperformance to Continue
In spite of trading at a lower average forward P/E multiple both on a 1 Year (1Y) and 3 Years (3Y) basis, we expect the underperformance of Havells...
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Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
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Renesas – Short-Term Gains May Be Exhausted
We spoke to Renesas yesterday to assess demand conditions among its various end markets as well as inventory conditions, particularly in China. The...
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Daikin – North American Margin Improvement Could Offer Upside
Following up on our previous note highlighting that Daikin appears to be attempting a breakout above all-time highs, we spoke to the company to...
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