Holiday Volume Good Indication for Next Year Performance.....
With the new year now in full swing, we looked back to see how names that move on volume over the Japanese holidays perform in the following year....
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Anritsu (6754) - 5G Discussion in Japan Heating Up
5G discussion in Japan is heating up, albeit driven by a somewhat unusual source – 5G spectrum auctions. As in other Asian economies, but unlike in...
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Japan Fintech - Digital Garage (4819) Getting in On the Act
It was always likely to be just a matter of time before the three main players in the Japanese ePayment market, SBI Holdings (8473 JP), Digital...
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Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidance when they annouce 1H...
361 Views
Denso: Centrepiece of Toyota's ADAS/AD/EV Mantel Is a Conviction Buy
Denso is trading almost exactly in line with its average PE since 2010 at 15.6x while its close peer Aisin Seiki is also in line with its average...
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