🇯🇵 JAPAN • Results & Revisions Daily Roundup - 31st January ►6861 ▲9433 8473 ▼3099 9062 4922
30TH JANUARY ROUNDUP - The downward trends in both our Results Score and Forecast/Revision Scores that have been building all week are now more...
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Fanuc – Still the Ugly Duckling
Fanuc’s 3Q results beat consensus as revenue of ¥125.5bn was 1.4% above consensus at ¥123.8bn and OP of ¥19.6bn beat consensus’ ¥16.8bn by 16.7%....
350 Views
Yaskawa – No Signs of Recovery
Stock performance and financial performance for Yaskawa continue to diverge. The stock continues to rise in absolute terms though outperformance...
371 Views
Venture Corp (VMS SP): Next M&A Target in 2020?
Last month KKR raised a record 12.5B USD for a new Asian buyout fund. Slightly lower amounts, but still jointly totaling billions, were raised by...
874 Views
Keyence Corp.: Buy
Technology remains one of our favorite Sector overweights, both globally and within Japan. Additionally, Japan remains among the most attractive...
380 Views