Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Equity Bottom-Up

<p>Over the last 2 week we saw a dip in the number of Analyst Upgrade/Downgrades, most likely due to the fact Earnings is right around the corner. Only 38 companies were upgraded and only 28 names were downgraded in the last 2 weeks.</p><h2>Highest % of Upgrades in last 2 weeks - Sector Level</h2><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/023/712/original/6.png?1491417986" class="editor-image img-responsive" data-smartkarma-image-id="23712"></figure><div class="content-caption"><strong>Source: Custom Products</strong></div><p>Health Services, Non-Energy Minerals and Utilities had the most upgrades relative to total recommendations over the last 2 weeks. Health Services and Utilities are two of the more hated sectors…</p>

Over the last 2 week we saw a dip in the number of Analyst Upgrade/Downgrades, most likely due to the fact Earnings is right around the corner. Only 38 companies were upgraded and only 28 names were downgraded in the last 2 weeks.Highest % of Upgrades in last 2 weeks - Sector LevelSource: Custom ProductsHealth Services, Non-Energy Minerals and Utilities had the most upgrades relative to total recommendations over the last 2 weeks. Health Services and Utilities are two of the more hated sectors…

Most / Least Popular Sectors in Japan over Last 2 Weeks....

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Thematic (Sector/Industry)

<p>The suggestion of government orchestration against <a href="https://www.smartkarma.com/entities/8979" target="_blank" data-smartkarma-citation="entities:8979:1">Ono</a>’s immunotherapy treatment Opdivo (nivolumab) has moved a stage further with a report in the Nikkei that the Japanese Health Ministry is considering setting rules on new drug usage during this fiscal year, starting with <a href="https://www.smartkarma.com/entities/8979" target="_blank" data-smartkarma-citation="entities:8979:1">Ono</a>’s Opdivo and <a href="https://www.smartkarma.com/entities/6091" target="_blank" data-smartkarma-citation="entities:6091">Astellas</a>’s Repatha. Patients may be limited to those who can see certain impact from the treatment, which in turn would mean the drug could only be prescribed at those institutions with the facilities to check…</p>

The suggestion of government orchestration against Ono’s immunotherapy treatment Opdivo (nivolumab) has moved a stage further with a report in the Nikkei that the Japanese Health Ministry is considering setting rules on new drug usage during this fiscal year, starting with Ono’s Opdivo and Astellas’s Repatha. Patients may be limited to those who can see certain impact from the treatment, which in turn would mean the drug could only be prescribed at those institutions with the facilities to check…

Opdivo Singled Out in Government Rule Change

Japan

NICHII GAKKAN COMPANY provides hospital administration services for medical facilities.  The Company also offers home nursing services and home helper training courses.

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Nichii Gakkan Co (9792 JP)

Most / Least Popular Sectors in Japan over Last 2 Weeks....

Over the last 2 week we saw a dip in the number of Analyst Upgrade/Downgrades, most likely due to the fact Earnings is right around the corner....

Custom Products Group

Opdivo Singled Out in Government Rule Change

The suggestion of government orchestration against Ono’s immunotherapy treatment Opdivo (nivolumab) has moved a stage further with a report in the...

Pelham Smithers Associates

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