Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Thematic (Sector/Industry)

<p>It has always fascinated me that in Japan price performance can be so seasonal. Take <a href="https://www.smartkarma.com/entities/73" target="_blank" data-smartkarma-citation="entities:73:1">Toyota Motor Corp (7203 JP)</a> for instance, over the last 30 years on average Toyota is up 5% in December and down 3% in August. In no other month does average performance exceed 2%. Toyota is not even close to the worst. <a href="https://www.smartkarma.com/entities/19603" target="_blank" data-smartkarma-citation="entities:19603:1">Yahoo Japan Corp (4689 JP)</a> is the worst. On average, Yahoo is up 10% in February and in May it is down on average 7%. </p><p>Below we screened for names with the highest volatility in monthly…</p>

It has always fascinated me that in Japan price performance can be so seasonal. Take Toyota Motor Corp (7203 JP) for instance, over the last 30 years on average Toyota is up 5% in December and down 3% in August. In no other month does average performance exceed 2%. Toyota is not even close to the worst. Yahoo Japan Corp (4689 JP) is the worst. On average, Yahoo is up 10% in February and in May it is down on average 7%. Below we screened for names with the highest volatility in monthly…

Most Seasonally Volatile Names and What to Expect in April.....

Analyst - Japan Autos, Hirakata Office

Noriaki Hirakata, CFA

Analyst - Japan Autos

Hirakata Office

<h2>Japanese automotive industry is unique in various ways</h2><p>The Japanese domestic "home" market amounts to less than 6% of global automotive sales with sales being concentrated in mini vehicles, minivans and hybrid vehicles, of which the former two have almost zero sales potential ex-Japan.</p><div class="content-highlight"><p>When Japanese automotive industry ventured into the overseas market, they were growing strongly for quite some time with exceptional growth in the US market.<br><br>Is this still the case? </p><p>We will try to answer this question with this insight.</p></div>

Japanese automotive industry is unique in various waysThe Japanese domestic "home" market amounts to less than 6% of global automotive sales with sales being concentrated in mini vehicles, minivans and hybrid vehicles, of which the former two have almost zero sales potential ex-Japan.When Japanese automotive industry ventured into the overseas market, they were growing strongly for quite some time with exceptional growth in the US market.  Is this still the case? We will try to answer this question with this insight.

Does the Japanese Auto Industry Have a Home Market or Is It Homeless?

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

<p><strong>Chartonics </strong>Sunday 25 February 2018</p><div style="text-align: left;"><strong>Names to add in Japan</strong></div><div style="text-align: left;">We are long the Nikkei from 21k at the recent lows to the tune of 350 basis points and recently added back to longs in SFMG and Inpex. Our tactical Nikkei rally targets lies at 22,700 and 23,000. Above 23k would open the way for new chart highs. Our macro objective remains at 25,785.</div><div style="text-align: left;">We searched through some of the top names we owned in the past and closed before the fall out and wanted to re cycle back into long positions.</div><div style="text-align: left;">We feature charts…</div>

Chartonics Sunday 25 February 2018Names to add in JapanWe are long the Nikkei from 21k at the recent lows to the tune of 350 basis points and recently added back to longs in SFMG and Inpex. Our tactical Nikkei rally targets lies at 22,700 and 23,000. Above 23k would open the way for new chart highs. Our macro objective remains at 25,785.We searched through some of the top names we owned in the past and closed before the fall out and wanted to re cycle back into long positions.We feature charts…

Adding Stock Exposure to Our Nikkei Long from 21k

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

<p>Today’s report is international in title, global in coverage. Inside, after reviewing trends in EM, Europe, and Japan--EM looks great, by the way, especially Brazil--we highlight each MSCI ACWI sector, highlighting weighting recommendations, internal themes, and stock ideas. Top-down or bottom-up, there’s actionable ideas here for everyone.</p>

Today’s report is international in title, global in coverage. Inside, after reviewing trends in EM, Europe, and Japan--EM looks great, by the way, especially Brazil--we highlight each MSCI ACWI sector, highlighting weighting recommendations, internal themes, and stock ideas. Top-down or bottom-up, there’s actionable ideas here for everyone.

Global Equity Strategy: Sector by Sector Overview

Equity Analyst, LightStream Research

Chacko Jacob

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<div class="content-highlight"><h2><strong> Growth</strong></h2></div><p><strong>Rate Hike by the Logistic Sector Likely to Lend Support to Hino’s Light-Truck Sales Growth</strong></p><p>Yamato Holdings Co Ltd (9064 JP), in October 2017, introduced its first rate hike in 27 years on services provided by them. The company increased basic shipping rates for door-to-door delivery by an average of 15%, depending on the prefecture and the size of the package. Yamato is also in talks with its corporate clients to increase rates, getting one of its main customers, Amazon, to pay 40% more…</p>

 GrowthRate Hike by the Logistic Sector Likely to Lend Support to Hino’s Light-Truck Sales GrowthYamato Holdings Co Ltd (9064 JP), in October 2017, introduced its first rate hike in 27 years on services provided by them. The company increased basic shipping rates for door-to-door delivery by an average of 15%, depending on the prefecture and the size of the package. Yamato is also in talks with its corporate clients to increase rates, getting one of its main customers, Amazon, to pay 40% more…

Rate Hike by Delivery Companies and Growth in SEA Serve as Shot in the Arm for Hino Motors

Japan

Isuzu Motors Limited manufactures and markets trucks and automobile parts. The Company's products include pickup trucks, light/heavy duty trucks, medium and large-sized buses, recreational vehicles, and sport utility vehicles.

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Isuzu Motors (7202 JP)

Most Seasonally Volatile Names and What to Expect in April.....

It has always fascinated me that in Japan price performance can be so seasonal. Take Toyota Motor Corp (7203 JP) for instance, over the last 30...

Custom Products Group

Does the Japanese Auto Industry Have a Home Market or Is It Homeless?

Japanese automotive industry is unique in various waysThe Japanese domestic "home" market amounts to less than 6% of global automotive sales...

Noriaki Hirakata, CFA

Adding Stock Exposure to Our Nikkei Long from 21k

Chartonics Sunday 25 February 2018Names to add in JapanWe are long the Nikkei from 21k at the recent lows to the tune of 350 basis points and...

Thomas Schroeder

Global Equity Strategy: Sector by Sector Overview

Today’s report is international in title, global in coverage. Inside, after reviewing trends in EM, Europe, and Japan--EM looks great, by the way,...

Vermilion Research

Rate Hike by Delivery Companies and Growth in SEA Serve as Shot in the Arm for Hino Motors

GrowthRate Hike by the Logistic Sector Likely to Lend Support to Hino’s Light-Truck Sales GrowthYamato Holdings Co Ltd (9064 JP), in October 2017,...

Chacko Jacob

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