Which Names Do the Best from September to the End of the Year....
With only 2 weeks left in August, we wanted to highlight names that you should be looking at heading into the next couple of months to the end of...
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Japanese Chemicals: Chinese Policy Threatens Petrochemical Spreads
Spreads for many petrochemical products, including ethylene itself, were strong from the beginning of FY16, in part because of extended trouble at...
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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...
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Horiba (6856 JP): IC Cycle Peak Discounted
Horiba is best known as the world's leading supplier of automobile emission measurement systems (its equipment was used by the researchers who...
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Japanese Semiconductor-Related Stocks - Leaders & Laggards as We Go Deep Into the IC Cycle
If you go from the peak of the 1980~82 semiconductor cycle (ie the one that gave us the Commodore 64, the IBM PC [and technically the Apple III])...
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