Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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🇯🇵 JAPAN • Summer Results & Revision Scores - Peer Groups
INTRODUCTION - Following on from our Insight of last week covering the Market Composite & Sector Aggregate Results and Results & Revision...
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A Round up of Some Japanese Equities Buys as We Begin the New Year.
Please see some recent buy ideas, all very cheap, that we believe offer decent longer term growth and have had a dreadful December. We have written...
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M&A Capital Partners (6080) Recent Sell off Coupled with Today's Drop Is Ideal Time to Buy This Name
This year the company is looking for revenue of Y9.5bn (+19%) and operating profit of Y3.9bn (+23%). The suggestion is that these numbers are, if...
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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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