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...
451 Views
🇯🇵 Japan • September Relative Price Scores - Life at the Poles Part 2: Companies
• RELATIVE PRICE SCORE •INTRODUCTION - The Relative Price Score (RPS) is a measure of stock price performance relative to TOPIX calculated by...
502 Views
🇯🇵 JAPAN • Summer Results & Revision Scores - Large Caps
INTRODUCTION - Following on from our previous Insights covering the Market Composite, Sector and Peer Group Aggregate Results and Results &...
454 Views
Last Week in Event SPACE: Nexon, Japan Display, NTT/Docomo, Naspers, Harbin Electric, Glow Energy
Last Week in Event SPACE ... Media coverage of the Nexon (3659 JP) deal has been strangely uninformative, which means this situation is riskier...
366 Views
Nomura Research Tender Buyback - 14% Additional EPS Accretion
Yesterday Nomura Research Institute Lt (4307 JP) announced a Tender Offer to buy back 101.9mm shares for ¥160 billion. Those who know the stock...
537 Views