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MonotaRO Co Ltd (3064 JP)
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102
Analysis
Industrials
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Japan
MonotaRO Co., Ltd. mainly sells machine tools, engine parts, and factory consumable goods on the web site.
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bullish
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MonotaRO Co Ltd
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09 Feb 2024 09:47
MonotaRO (3064 JP): Slowdown in the Price
Share price down 35% since April 2023, discounting the transition to slower growth. Operating margin improving with price hikes and efficiency...
Scott Foster
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461 Views
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bullish
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Kokusai Electric
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05 Oct 2024 20:33
Quiddity Mar25 Nikkei 225 Rebal: Likely 2 IN, 2 OUT, Again; Minimal Surprise Factor
The Quiddity March 2025 Nikkei 225 Rebal Leaderboard. I see 2 in, 2 out. $3bn a side except if Fast Retailing outperforms N225 by 3%, in which case...
Travis Lundy
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588 Views
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bullish
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Fast Retailing
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05 Sep 2024 07:57
Mar25 Nikkei 225 Rebal Predictions: Likely 2 IN, 2 OUT, Again; Minimal Surprise Factor
The Sep24 Nikkei 225 Review suggests Nikkei Index Committee "discretion" hinting at the scale of the next rebalance. The most interesting bit may...
Travis Lundy
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470 Views
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bearish
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Cross Asset Strategy
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02 Sep 2024 18:33
Trump Trades and the JAPAN Market Are Like Oil and Vinegar
We pointed out that Japan's semi industry may be at risk as part of the "Trump Trade" sentiment. It turns out that Biden has already thrown...
David Mudd
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1.5k Views
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bullish
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Thematic (Sector/Industry)
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13 Apr 2024 01:10
Japan Weekly | Fujikura, Monotaro, Japan Steel Works
Japanese stock indexes rose last week, with Fujikura and Japan Steel Works seeing significant gains on positive news in tech and defense sectors.
Mark Chadwick
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498 Views
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