Kyocera: Time to Sharpen the Ceramic Knives
In the midst of Covid, Thursday’s General Meeting of Shareholders will be a drab affair, without the usual hors d'oeuvre, or even a parting gift...
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BOJ ETF Buying Composition Clarified
Three days ago I wrote BOJ ETF Buying Update which described the impact of the BOJ buying ETFs on the underlying constituents. This morning, the...
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Murata FY03/20 Earnings Preview: Expect A Miss
Murata Manufacturing (6981 JP) is expected to release FY03/20 results tomorrow. We feel that Murata might underperform its FY03/20 guidance,...
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🇯🇵 JAPAN • Results & Revisions 28th April - The 'Unlimited' BoJ + Panasonic, T.Yuden, Kao, Kyocera
THE 'UNLIMTED' BANK OF JAPAN - The Bank of Japan's well-telegraphed announcement that they will be free of any constraints in their purchases of...
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BOJ ETF Buying Update
The BOJ lifted its daily ETF purchase rate on 2 March to a then-record ¥100bn in response to market weakness the previous week and Monday morning...
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