Cyberdyne (7779) - Is This the Death-Knell for Short Sell Reports on Japanese Stocks?
Shares in Cyberdyne (7779 JP) have surged following the news that it has gained approval in the US for its "Medical HAL" exoskeleton suit to be...
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Adding TDK to Our Best Ideas List; Growth of Electronic Components Per Auto Is Underestimated
We are adding TDK Corp (6762 JP) to our Best Ideas list, and removing Nidec Corp (6594 JP) following its recent outperformance. As the top...
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Raise Nidec FVE to JPY 15,400; Margin Expansion on Auto Products Is Exceeding Our Forecast
While Nidec’s operating income for the September quarter was fairly in line with our expectations, we identified some positive factors on the...
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Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
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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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