Harmonic Drive Systems (6324 JP): Consider the Competition
Sales are rebounding, but the stock is expensive and profits are likely to be capped by growing competition from Nidec and Leaderdrive. Consider...
267 Views
Asia Shorts: Meituan, Geely, Kuaishou, COLI, Toshiba, Freee, NCSOFT, SK Tel, Yang Ming, Wan Hai, EMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
269 Views
Asia Shorts: Kuaishou, JD, Geely, Alibaba, Shimizu, Kubota, ASICS, SK Inno, Hynix, Doosan, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
299 Views
Quantifying the BOJ Change in ETF Policy: Assessing Future ETF Buying Methodology
The BOJ has announced a change in ETF Buying Program Parameters. The study/review they did is required reading to understand how they might buy...
345 Views
Japan Breaking Out; EM Remains Leadership
Major global indexes continue to trend higher and are devoid of bearish inflections. As a result, we remain bullish and we continue to recommend...
280 Views