Japan Fortnightly Update: Market PE at ‘Abe-Era’ Low
GOOD RESULTS/WEAK MARKET - It may just be because the ‘Obon’ holidays start next week, but the Japanese equity market has greeted the seventh...
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Hamamatsu Photonics (6965 JP): Shares Down, Profits on Track
After rising from ¥3,800 at the beginning of January to ¥5,070 in mid-July, the shares have given up more than half of that gain. Meanwhile, 3Q...
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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...
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Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
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Hamamatsu Photonics (6965 JP): Strong 1H, Guidance Raised, Fully Valued
On Friday, May 11, Hamamatsu Photonics hit a new high of ¥4,480 and closed at ¥4,470 on the back of good 1H results and a convincing presentation...
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