The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
1.6k Views
3Q Should Be In-Line, 4Q Should Beat but We Believe There Is a Few % Downside Risk Tomorrow
Following blowout numbers from HCM yesterday, both HCM and Komatsu are trading up today in a weak market. HCM is up 5.9% after being up as much as...
138 Views
HCM: Consensus OP JPY67bn, Guidance Raised to JPY77bn, JPY100bn Possible
HCM released extremely strong 3Q earnings today with revenue up 42% YoY, and 6.5% QoQ. OPM continued its upward climb, breaching the...
150 Views
Harmonic Drive Placement: Positive on ST Momentum but Valuation Keep Us Cautious LT
On Jan 5 Harmonic Drive Systems Inc (6324 JP) announced a secondary placement to shore up the company's finances as it moves forward with...
197 Views