Keyence – Recovery Inbound
China drove an improvement in Keyence's 2Q results just like its competitors. We continue to prefer the name vs. peers but that does not mean the...
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Yaskawa – Bad Reaction to Good Results
Prior to Yaskawa’s 1Q results back in July we noted that consensus looked light for the quarter and we felt that it was also too light for both 2Q...
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🇯🇵 JAPAN • Analysing The "Buffett Trade", Valuing the Sogo Shosha & The Return of Asian Inflation
THE BUFFETT TRADE - Much has written on $ber
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Keyence (6861 JP): Back to the Future?
xxx xxx Keyence expects market conditions to revert to normal as the economy recovers.But that wouldn’t put a time frame on that and, since it’s...
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Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
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