Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
466 Views
Screening the Silk Road: (Small-)Mid Cap Free Cash Flow
In April 2018, we published a FCF screen with the sole aim of identifying potential names which could prove to be strong candidates in a Small-Mid...
634 Views
Koito Outperforms in 3Q While Stanley Disappoints; Latter Still on Track to Achieve FY03/19E Target
Koito Manufacturing (7276 JP) released its 3QFY03/19 earnings that saw revenue outpace consensus estimates by +2%, while Stanley Electric (6923 JP)...
447 Views
Japan: Most Overbought and Oversold - Relative Price Score Update - Companies
RELATIVE PRICE SCORE - The Relative Price Score (RPS) measures stock price performance relative to TOPIX and is calculated by comparing the current...
447 Views
JDI: 50%/100% QoQ Revenue Growth in 2Q/3Q to Power Stock Near Term but What Happens After?
We visited Japan Display (6740 JP) recently to find that the ramp towards the all important third quarter is proceeding smoothly. Demand is close...
418 Views