Japan's YTD OP Growth Now at 2% with Net Income Flat YoY
With 365 names already reporting 3Q numbers the picture is starting to shape up. Looking at the overall market, YTD OP is up 2.3% and Net Income is...
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Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
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Kinugawa Rubber: Unfortunate Deal
The Nikkei newspaper carried an article Friday morning telling the world Kinugawa Rubber Industrial would be taken private through a tender...
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Japanese Policy Measures Likely to Be Ramped up Ahead of July Elections
* The BoJ's move to negative rates failed to calm markets and may have exacerbated the sell-off* There are however strong reasons for expecting...
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Asia Calling: From Currency Wars to Competitive Monetary Easing
* The BoJ shocked the market, cutting rates to negative and threatening further rate cuts if needed* The apparent change in BoJ stance has to be...
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