Global Commodity-Related Equity Sectors In Secular Bull
We believe commodities are in the early stages of a new secular bull market. Global Materials & Energy remain our favorite Sector overweights - add...
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🇯🇵 JAPAN • Four Quadrants - Contrarian Buys
FOUR QUADRANTS - By combining our two scoring methodologies - the Relative Price Score (RPS) and the Results & Revision Score (RRS), we can assign...
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🇯🇵 JAPAN • Results & Revisions 11/09 -Hamamatsu, Secom, Sumitomo Metal Min
• BEST & WORST • Monday's best and worst pairing is Yamaha Motor (7272 JP) (already covered by Mio) and JFE (5411 JP)................
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HCM – Hitachi’s Stake Sale Surprises
The Nikkei's report that Hitachi would sell half of its stake in HCM rather than buying the company out drove HCM shares down 16.8%. We examine the...
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🇯🇵 JAPAN - Stress Tests Part 3 - Inventory, Fixed Asset & Free Cash Flows
FROM OPERATING TO FINANCING CASH FLOWS - Having examined Operating Cash Flow in our previous Insight, we shall look into the 'stressors' between...
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