Mazda – A Simple Case Why This Should Not Be At Its All Time Low Ratio Vs Topix, PB and EV/Sales
Mazda reported earnings during the market which had already been flagged due to its earlier guidance revision. While volumes were weak for the...
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Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
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What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
363 Views
Japan - Small Caps and Micro Caps With High Short Interest Free Fall
The short notional in the market for the data released 3 March is US$24.60bn (up by US$388mm excluding FX movements) with the largest short...
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Mazda – Turning the Corner in the US
Mazda reported slightly weak 3Q numbers after the close. Revenue was ¥850bn, 7.8% below consensus’ ¥922bn and OP was ¥6.5bn, 64% below the ¥18.2bn...
325 Views