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Dentsu Inc (4324 JP)
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124
Analysis
Consumer Discretionary
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Japan
DENTSU INC. mainly provides comprehensive advertising services. The Company also provides marketing and event planning & promotion services. Dentsu has associated companies in the US, Europe, and Asia.
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bullish
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Thematic (Sector/Industry)
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02 Jul 2018 06:59
Japan : Q2 Sector & Company Performance Review
DOMESTIC DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ - The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
Campbell Gunn
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215 Views
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bearish
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Raksul Inc
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17 May 2018 09:36
Raksul IPO: Under the Radar, Shouldn't Be, but Too Expensive to Get Excited Immediately
Raksul (ラクスル) can be read in Japanese as "to make easy", and within the printing and delivery markets, that is precisely what the company aims to...
Mio Kato
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402 Views
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bullish
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Thematic (Sector/Industry)
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09 Mar 2018 17:06
With ‘Brand Building’ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
I’ve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
Sean Maher
237 Views
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bullish
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Thematic (Sector/Industry)
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16 Nov 2017 06:26
Names Down in the First 11 Months Tend to Go up in Japan.....
We looked back over the last 16 years and found that names that are down in the first 11 months tend to outperform in December. To calculate the...
Custom Products Group
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257 Views
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bullish
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Asatsu Dk Inc
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06 Oct 2017 08:05
Asatsu (9747) - Are Chances of a Counter Bid Being Underplayed?
One of the really extraordinary features of the discussion over the Asatsu DK (9747 JP) bid is the lack of discussion about a counter bid by WPP...
Pelham Smithers Associates
481 Views
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