🇯🇵 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...
323 Views
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...
471 Views
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...
619 Views
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...
364 Views
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...
372 Views