🇯🇵 JAPAN • December Sector & Peer Group Relative Price Scores - From Defensives to Cylicals
• RELATIVE PRICE SCORE •RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to TOPIX...
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🇯🇵 Japan • Results & Revisions Review - Wishful Thinking
4TH DOWN AND A FEW MORE TO GO - The latest quarterly results are now, with the exception of three large insurance companies are currently in the...
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Nomura Holdings (8604 JP) Buyback Update - Halfway There
On 18 June 2019, Nomura Holdings (8604 JP) announced that its Board of Directors had approved to set up a huge buyback of up to 300m shares (8.6%...
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🇯🇵 Japan • Results & Revisions Roundup Part 1 - Mr Market Calls a Bottom
FIRST WAVE - 42% of Japanese companies have now reported quarterly earnings, with the balance due to announce over the next eight trading days. In...
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Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
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