Unloved Japan: Cheap & Tariff-Proof
New strategy TARP focuses on investing in stocks with little to no exposure to the US, highlighting companies like Kotobuki, Kikkoman, and Orix...
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🇯🇵 JAPAN • Results & Revisions 19th May - SEI, Kotobuki Spirits, Autobacs Seven
STRAGGLERS - As we wind down this series of Insights, the 'gap' between our proxies for earnings and Total Market Cap is now the largest in fifteen...
120 Views
🇯🇵 JAPAN • March Company Relative Price Scores - Playing the Extremes
• RELATIVE PRICE SCORE - COMPANIES • RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to...
299 Views
🇯🇵 JAPAN • December Sector & Peer Group Relative Price Scores - From Defensives to Cylicals
• RELATIVE PRICE SCORE •RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to TOPIX...
339 Views
🇯🇵 Japan • Results & Revisions Review - Wishful Thinking
4TH DOWN AND A FEW MORE TO GO - The latest quarterly results are now, with the exception of three large insurance companies are currently in the...
295 Views