HCM: ConSite IoT Platform
HCM held a small meeting today to discuss the global expansion of its ConSite, IoT platform. ConSite has some similarities with Komatsu's Komtrax...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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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...
149 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...
160 Views