Nidec (6594 JP): New Valuation Benchmark
It is fashionable to criticize Nidec's business model, but valuation compression is the greater risk. Japanese interest rates have started to rise...
Fanuc (6954) | This Time Is Different
Japan Machine Tool Orders have entered the third downturn since GFC. Fanuc's valuation has already sunk to downturn levels, but we fear this...
Good Morning Japan | Inflation Slain? = Buy Everything Rally
Good Morning Japan: We strive to provide the best macro, stock and thematic overnight news that will impact the trading day in Japan. Like this ? ...
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