Mitsui High-Tec (6966): Limit up on New Guidance, Sell into Strength
The shares have gone limit up on new guidance to a 20-year high and valuations that discount three years of unusually high growth. Up 3.7x from...
197 Views
🇯🇵 JAPAN • Results & Revisions 12/10 Mitsui High-Tech, Kamakura S
Our best and worst pairing from Thursday's results is Leadframe specialist Mitsui High Tec (6966 JP) and life-ending services business Kamakura...
375 Views
Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
604 Views
Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
496 Views
Nissan (7201) - Unveils New "Leaf" As EV Theme Gets Motoring
The long-awaited launch of the The long-awaited launch of the Nissan (7201 JP)Leaf took place on Sept 6th, seven years after the first generation...
349 Views