Japan's YTD OP Growth Now at 2% with Net Income Flat YoY
With 365 names already reporting 3Q numbers the picture is starting to shape up. Looking at the overall market, YTD OP is up 2.3% and Net Income is...
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Japan Consensus Vs. Company Guidance - Names with a Big Disparity
With less than 4 months before the end of the fiscal year for most companies in Japan. We screened for names where there is a big disparity between...
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USD/JPY Macro Low and Fresh Position Webcast
Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...
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Nisshin Steel - Post-Deal "Back End" Cheap Again
I last wrote on the Nisshin Steel (5413 JP) - Nippon Steel & SumiMetals (5401 JP) breakeven price ratio dip after the close of July 7. That...
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Nisshin Steel - Partial Tender (& Grids) II
On February 1, Nisshin Steel Co Ltd ("Nisshin") announced it had asked Nippon Steel & Sumitomo Metals ("NSSM") to supply it with billet and...
293 Views