🇯🇵 JAPAN • Results & Revisions 28th May - Nissan, Nikon & Toray
LIMPING HOME - 42 companies reported results on Thursday of which 32 were for the full-year. Of these, 38% made FY2021 forecasts of which only...
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Nippon Paint (4612) Vs Kansai Paint (4613): Gap to Last
Nippon Paint Holdings (4612 JP) has outperformed Kansai Paint (4613 JP) despite trading in the same sector by a wide margin, mainly due to the...
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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....
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