Update on FY16 Results from Japan Export / Tech Sector - Delivering on Results, Not on Forecasts
If there's a trend to Japanese results season as far as the export / tech sectors are concerned it is "over-deliver on results, under-promise on...
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Valuations May Prove Key As Early Japanese Results Highlight Sell-Side Optimism
Although it isn't necessarily the case that the earlier a Japanese company reports its earnings, the better run it is, there's no real surprise...
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Japan Earnings - Thumbnail Preview of Those Reporting Early
This week sees the start of Japan’s earnings season with Yaskawa Electric Corp (6506 JP) reporting on 20th and Tokyo Steel Mfg Co Ltd (5423 JP)...
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Seagate CEO Bullish on HDDs – Consider the Source, but Still Interesting
We attended a presentation by Seagate's (STX US) CEO Stephen Luczo on April 5th. The presentation was sponsored by Nidec (6594 JP) at its new...
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Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
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