NTN's FY2018 Forecast Likely to Be Muted; Plays First-Mover Card with In-Wheel Motors for EVs
Ntn Corp (6472 JP) is a leading manufacturer of precision mechanical parts and components, especially hub bearings for which the company is a...
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Adding Stock Exposure to Our Nikkei Long from 21k
Chartonics Sunday 25 February 2018Names to add in JapanWe are long the Nikkei from 21k at the recent lows to the tune of 350 basis points and...
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Most Popular / Unpopular Japanese Names in November...
15 Japanese names had 2 or more upgrades in November. Fast Retailing Co Ltd (9983 JP) is the largest name by mkt-cap to make the list and it had 3...
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Industrial Capsule: Agricultural and Forestry Machinery in Japan
Domestic sales to decline as agriculture industry stagnatesThe turnover of agricultural and forestry machinery producers continued to decline in...
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Group Lease - Lessons from Icharus
* Problems at Group Lease (GL.TB) became more apparent with Ernst & Young’s scathing 2016 audit report which questioned the integrity of...
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