July Is All About Momentum and Definitely Not About Value....
As the top 5 factors in July are technical signals, clearly names up from April to June continue to go up in July. The strongest factor is the...
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Nintendo - Japan Data Suggests Switch Production Problems Easing
Two separate pieces of market data out last week for the Nintendo (7974 JP) Switch appear to bookend what does appear to be a period of production...
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Sector Capsule: Video Games in Taiwan
Headlines Current value sales grow by 8% in 2016 to reach TWD31.5 billion More consumers, omni-channel marketing, mobile devices and retailing fuel...
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Cambridge Mechatronics Limited (CML) - A Name to Remember
As a UK-based company specializing in listed Japanese technology funds, it is always exciting to find companies in your own back yard making their...
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High Beta Names Do Not Do Well in June....
We went and backtested the seasonality of the different factors and found that names with a high Beta to TOPIX tend to underperform in June. As you...
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