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Daikin Industries (6367 JP)
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166
Analysis
Industrials
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Japan
DAIKIN INDUSTRIES, LTD. manufactures air conditioning equipment for household and commercial use. The Company also produces fluorine chemical products such as fluorinated hydrocarbon gas and shells and warheads for defense industry.
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bullish
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S&P BSE SENSEX Index
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13 May 2023 00:52
Broad-Based Improvement in India, Add Exposure/Overweight. Buys: Cyclicals in Japan, India, & Taiwan
Seeing broad-based improvement in India #SENSEX -- overweight/add exposure. We still recommend a tactical overweight to ACWI defensives with $ACWI...
Vermilion Research
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388 Views
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bearish
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Voltas Ltd
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30 Apr 2023 19:19
Voltas Ltd (VOLT IN) | Competition Casualty
Voltas is losing market share due to irrational competition, capex can help regain volumes. However, better to wait until the industry structure...
Pranav Bhavsar
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374 Views
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bullish
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Thematic (Sector/Industry)
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10 Apr 2023 05:57
Good Morning Japan |Jobs Galore - Strong NFP; Watch for the Fed Hawks; NUGGET: Kuroda Exits..a Hero?
SDJPY 132.2, weaker post US Non Farm Payrolls. We are likely to see some beta-led reversals of losses observed in the latter half of last week....
Mark Chadwick
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345 Views
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bullish
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Thematic (Sector/Industry)
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27 Mar 2023 06:02
Good Morning Japan |SPX Rallies but Uncertainties Remain; NUGGET: 7&I-ValueAct Goes Full John Wick
SPX 0.6% with intraday bounce, with defensives leading the wa. US financial sector lagged due to persisting banking fears; JP inflation 3.1%;...
Mark Chadwick
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281 Views
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bullish
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TSE Tokyo Price Index TOPIX
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21 Mar 2023 21:39
The BIG March 2023 "Wednesday Thursday Trade"
This year, there is a US$12bn buy to do on 29 March at the close. Historically, performance is pretty good both on a 2-day period, then slumps....
Travis Lundy
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841 Views
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