'Quantamental' Japan Specialist, LightStream Research

Campbell Gunn

'Quantamental' Japan Specialist

ja research

ja research is an independent research platform focused exclusively on Japanese equities. Leveraging data and graphic analysis provided by Japan Analytics, we provide insights on small and medium-sized companies that have been ignored by the sell-side as well as challenging conventional wisdom on larger companies. We also offer analyst and corporate access, the latter with translation if required. 

Thematic (Sector/Industry)

CYCLICAL SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since the end of April. Mean reversion was widespread and the range from worst to best three-month change narrowed from 22.5% to 18.1%. Banks, Energy, Chemicals, and Metals led, while REITs, Media,Telcom and Retail lagged. Domestic growth sectors (Internet, Commercial Services, Information Technology and Healthcare) are still well ahead over three months…

CYCLICAL SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since the end of April. Mean reversion was widespread and the range from worst to best three-month change narrowed from 22.5% to 18.1%. Banks, Energy, Chemicals, and Metals led, while REITs, Media,Telcom and Retail lagged. Domestic growth sectors (Internet, Commercial Services, Information Technology and Healthcare) are still well ahead over three months…

Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing

Director, Pearl Hill Advisors

Nicholas Tanner

Director

Pearl Hill Advisors

Equity Bottom-Up

<ul>
<li>Like the slightly larger Nihon M&amp;A (2127), M&amp;A Capital Partners (TSE1) advises on M&amp;A solutions for SME’s in Japan. The market is vast. There are lots of small unlisted companies with no obvious successor and an aging president. With competition intensifying and a shrinking domestic market, often the best option for these businesses is to sell. The President, Mr. Nakamura (43 years old and an ex-Sekisui House salesman), owns 50% of the shares. Foreigners own 10%.</li>
<li>M&amp;A Capital Partners provides…</li>
</ul>


Like the slightly larger Nihon M&amp;A (2127), M&amp;A Capital Partners (TSE1) advises on M&amp;A solutions for SME’s in Japan. The market is vast. There are lots of small unlisted companies with no obvious successor and an aging president. With competition intensifying and a shrinking domestic market, often the best option for these businesses is to sell. The President, Mr. Nakamura (43 years old and an ex-Sekisui House salesman), owns 50% of the shares. Foreigners own 10%.
M&amp;A Capital Partners provides…


A Fast Growing Business and in an Area of Japan that Will Continue to See Decent Growth

Japan

M&A Capital Partners Co., Ltd. is an M&A advisory firm. The Company provides advisory service in M&A due diligence, business strategy, corporate regeneration, capital increase strategy to support owners of small and medium companies with business succession.

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M&A Capital Partners (6080 JP)

Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing

CYCLICAL SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since...

Campbell Gunn

A Fast Growing Business and in an Area of Japan that Will Continue to See Decent Growth

Like the slightly larger Nihon M&A (2127), M&A Capital Partners (TSE1) advises on M&A solutions for SME’s in Japan. The market is...

Pearl Hill Advisors

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)