Japan: 2018 Sector Review - Down, Down, Deeper & Down
DOWN, DOWN, DEEPER & DOWN - Japanese equities were as unfashionable as the venerable 'Quo' in 2018, although all of the year's decline...
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Is It a Nikkei BOJ Squeeze on Nikkei 225 Low Float Names? Or Just FamilyMart Being FamilyMart?
A comment from a Smartkarma client prompted me to dig through this. It was an interesting comment suggesting the high weight Nikkei 225 names,...
600 Views
Japan: Autumn Results & Revision Scores - Peer Groups - 'Four Quadrant' Analysis
PEER GROUP SCORES INTRODUCTION - Following on from our earlier update on the Market Composite & Sectors, this insight will cover the Results...
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Keyence (6861 JP): 1H Results Impressive, but Slowdown Continues
Since hitting a 52-week low of ¥50, 780 on October 26, Keyence has rebounded by 18%. On November 1, the company announced double-digit 1H sales and...
398 Views
Yaskawa Electric: Still Early to Buy but Still ST Oversold While Read-Through to Fanuc Is Negative
We visited Yaskawa Electric (6506 JP) last week following its 10% downward revision to OP guidance at 1H earnings on the 10th of October. The...
291 Views