Price Momentum and Earnings Revisions Do the Best in September / Value Does Not Do Well....
We looked at what factors do the best in September in Japan and as you can see by the chart below found that longer-term price momentum and...
240 Views
I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
1.8k Views
Low Japanese PE Names Due to EPS Growth....
While low PE names are good, low PE names with growth are better. We screened for names with FY1 PE below 13x that have grown EPS in the last 3...
259 Views
Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
693 Views
Long 1808 JP (Haseko Corp) Stock at JPY1,021
The company is a specialist condo building contractor. It has a 31.5% market share of the condo construction market in Greater Tokyo and 25% in...
238 Views