🇯🇵 JAPAN • Results & Revisions 02/​15 - Kubota, Dentsu & Recruit
Of Monday's 135 results announcements, 62% scored positively for earnings momentum despite trailing revenues falling by 6.3% on average and a 5.0...
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🇯🇵 JAPAN • The Post-COVID Rotation from Growth to Value Begins + 02/05 Results & Revisions Update
THE 2021 ROTATION BEGINS - For most of the last year, the Japanese equity market has been led by overvalued and overbought high-quality growth...
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🇯🇵 JAPAN • Results & Revisions 12/​​​​​​​​​​​​​​​​​​​​​​​​​​​​​07 Sekisui House & Oh Dear! Dentsu
With only two large-cap announcements yesterday, our best and worst pairing is self-selecting - Sekisui House (1928 JP) and Dentsu (4324 JP).
266 Views
A Speedy Recruit Offering (And Slower Buyback)
A Large and Speedily-Executed Secondary Offering by Recruit may test investor appetite. The reaction could be sharp in the next two days, leading...
420 Views
🇯🇵 JAPAN • September Relative Price Scores - Profiting from Outlier Mean Reversion
• RELATIVE PRICE SCORE • RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to TOPIX...
468 Views