Deere & Company – In the Headlights
* Commodity prices are in the tank, and producers are feeling the pinch. US grain producers, as a result, are struggling to repay their debt.* John...
417 Views
Aggregate Japan OP Currently Down 7%, However New FY3/18 OP Expected to Increase 4%....
With approx 280 names (mkt-cap above ¥50bn) announcing earnings before Golden Week, the overall picture is starting to form up. Currently FY3/17...
289 Views
Japanese Companies Tied to Korea with High Correlations to KOSPI....
We had some inquiries around which Japanese companies had Sales in Korea and which names were correlated the most to KOSPI. In the charts below, we...
269 Views
Komatsu/HCM Result and Forecast Comparison and Hexindo Adiperkasa Readthrough
In comparing the regional forecasts by Komatsu Ltd (6301 JP) and Hitachi Construction Machinery (6305 JP), we find significant discrepancies and a...
214 Views
Nabtesco Visit Affirms Viability of Medium Term Plan and Commitment to Shareholder Returns
Our visit to Nabtesco Corp (6268 JP) today left us with a strong positive impression. A risk of a fall in sales in the rolling stock business...
236 Views