Japan Market Strategy - Will the Frequent January Sell-Off Ruin the Current Market Rally?
With the Japanese stock market on the up-and-up, the big question – though not necessarily one on all that many minds – is whether this is a...
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Large-Cap Names that Have Gotten a Lot More Volatile Recently....
We screened for large-cap names in Japan that have recently seen a spike in volatility. We calculated Beta over the last 6 months and compared it...
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Japan Equity Opportunities: High-Quality Businesses Will Benefit from Sustainable Growth Drivers
External Demand Still the Best Path to Drive Winners in the Japanese MarketDespite the recent uptick in domestic economic activity, we doubt...
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WDC Gets Apple in a Huff
A couple of years ago, Nidec (6594 JP) unveiled a small elongated haptic device, perfect for fitting into smartphones, and Apple (AAPL US) fell in...
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Impressive Nidec Revenue Growth Shows Demand for Power-Efficient Motors; Raising FVE to JPY 14,000
We are encouraged with Nidec’s revenue growth on June quarter, and reiterate our view that Nidec will benefit from the increasing demand of...
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