Which Companies Tend to Revise Company Guidance in January / February....
We are entering the period when Japanese company love to tweak their full-year guidance in front of the fiscal year-end in March. We looked back...
190 Views
Initiating Coverage of Makita With JPY 4,200 FVE and Narrow Moat Rating
We initiate coverage of power tool manufacturer Makita Corp (6586 JP) with a fair value estimate of JPY 4,200. The recovery of the European region...
132 Views
Kyocera (6971): Seen as Buyer of Ryobi's (5851) Power Tool Business
Though not big in size (US$200mil), this potential move is interesting for those following Kyocera from a strategic viewpoint, whilst it looks a...
291 Views
Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
1.7k Views
Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
263 Views