Keyence (6861 JP): Where from Here?
On Friday, Keyence dropped another 3.4% to ¥62,970 on rising fears of a trade war. It is now once again near the bottom of it recent trading range....
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Sector Capsule: Refrigeration Appliances in Thailand
Refrigeration appliances grow 3% in volume terms to reach 1.7 million units in 2017 Innovation drives sales and technology drives retail...
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Sector Capsule: Home Video in Japan
LCD TVs records a 4% retail volume increase in 2017 as sales reach 5.6 million units 4K TVs gain further share in LCD TVs BD players declines by...
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Int'l Compass: Japan Is Breaking Out; Energy Stocks Are Bottoming; Norway Is Emerging as Leadership
Japan’s breakout adds to an attractive global trendJapan’s base breakout, Europe’s rebound at the 200-day, and EM’s advance to all-time highs –...
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Oil Joins 'Surprise' Resource Rally, as Japan Looks Past Abe Era…
The non-consensus end Q2 growth into value switch focused on short MSCI tech versus long 50:50 mining and energy position is now almost 6%...
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