Lixil (5938) Way Oversold on Misplaced Short Term Issues, Earnings Set to Recover Here-On.
This has been a truly dreadful performer year to date. The shares are off 40% and have underperformed Topix by 35%. The recent sell off is due to...
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Japan Fortnightly Update: Market PE at ‘Abe-Era’ Low
GOOD RESULTS/WEAK MARKET - It may just be because the ‘Obon’ holidays start next week, but the Japanese equity market has greeted the seventh...
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Japan: Results & Revisions Update - Slowing Momentum Confirmed
DOUBLE-DIGIT YOY GROWTH BUT RISING COSTS A CONCERN- 27% of Japanese listed companies reported earnings results last week. In aggregate, the group...
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Japan : Q2 Sector & Company Performance Review
DOMESTIC DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ - The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
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Lixil (5938) Shares Not Expensive but Now Overly Depressed. BUY Here
3/18 sales rose 2% to Y1.66tr however core earnings (IFRS accounts) fell 16% to Y75.6bn. The sales growth was mainly driven by growth in its water...
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