🇯🇵 JAPAN • Results & Revisions 10/29 - Fanuc, Takeda, Panasonic, Kyocera
• BEST & WORST • Our best and worst pair from yesterday's announcements is Fanuc (6954 JP) and Omron (6645 JP). Source for all charts & tables:...
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Fanuc – Is a Robomachine Rally Sustainable?
Fanuc put up strong 2Q numbers and raised guidance more than 100% to ¥85.4bn, however, we remain more concerned with long-term prospects as we feel...
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🇯🇵 JAPAN • Analysing The "Buffett Trade", Valuing the Sogo Shosha & The Return of Asian Inflation
THE BUFFETT TRADE - Much has written on $ber
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🇯🇵 JAPAN • Stock Picking with 'Peak' EV/OP Multiples - Introducing EV/POP
"Beware of geeks bearing formulas." - Warren Buffett Enterprise Value multiples have become common parlance in the investment world, both...
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Nikkei225 Dividend Futures: Focus Shifts to 2021
With the bulk of the dividends for 2020 announced and guidance provided for the rest of the year by most constituent companies, the Nikkei225 2020...
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