šÆšµ JAPAN ā¢ Stock Picking with 'Peak' EV/OP Multiples - Introducing EV/POP
"Beware of geeks bearing formulas." - Warren Buffett Enterprise Value multiples have become common parlance in the investment world, both...
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šÆšµ JAPAN ā¢ Dividends At Risk - The Serial 'Cutters'
DIVIDENDS AT RISK - As noted in our daily Results & Revisions Updates in the last few days, Japanese companies are starting to shore up their...
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Taking Stock of the Almost Excessive Alpha Generation From TOPIX-Nikkei Skew Trades
Since the 17th of March we have published several notes regarding skews in performance between names that have heavy weights in TOPIX vs. those...
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THKĀ (6481 JP): Close to No-Growth Valuation at the Bottom of the Cycle.
THK's share price has outperformed those of its domestic competitors in the market forĀ linear motion guides - most likely because of THK's higher...
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šÆšµ JAPAN ā¢ 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 &...
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