YNS (YNS MK): Leveraging off Japanese Giants
Solid short-term sales momentum, sales on an upcycle trend, and good price momentum relative to its sector YNS enjoys sixth largest position...
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Names Down in the First 11 Months Tend to Go up in Japan.....
We looked back over the last 16 years and found that names that are down in the first 11 months tend to outperform in December. To calculate the...
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Margins Expanding in Japan but Asset Efficiency Is Not Improving....
Japan's aggregate Net Income margin increased from 2.7% in 2012 to 4.6% in 2016. While this margin expansion is a great thing, asset efficiency...
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Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
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Structural Reform I: The Japanese Financial Sector
In Why Overcoming Deflation Is Not Enough Part III: Corporate Governance, we argued that corporate governance is pivotal to successful structural...
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