Japan: Catching Valuation Differences - Worst Quarter Since 2017-Q2 - Time for Shareholders to Act
COMPREHENSIVE INCOME - Since 2011, a Statement of Comprehensive Income (CSI) has been a mandatory addition to the Income Statement for Japanese...
475 Views
Dowa Holdings: Silver Powder/Zinc Weakness May Cause 4% FY Undershoot but 8.0x PE Too Cheap
We have been incorrectly positive on Dowa holdings for some time and in particular, the stock is down 29% this year, underperforming TPNMET (which...
389 Views
Names with Low PBR Relative to History and Sector....
We screened for names in Japan with a low PBR relative to its own history and also low relative to other names in the Sector. Large-cap names that...
126 Views
Mitsui Mining: New Smartphone Clients for Microthin HDI Circuit Boards to Drive Growth
Mining & Smelting Co (5706 JP) has been the best performer among the smelters since the start of 2017, up 64.5% as its engineering segment...
159 Views
Mitsubishi Materials Latest to Suffer Quality Scandal, Can Dowa Holdings Benefit?
Mitsubishi Materials Corp (5711 JP) announced on Thu 23 Nov that two subsidiaries had falsified data on products involving over 250 customers in...
210 Views