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...
380 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 &...
466 Views
Daido Metal: Heavy Investment Burden Prompts Capital Raise but Can the Company Restore Margins?
On Wed 22 Aug after the close Daido Metal (7245 JP) announced a large secondary offering including new and treasury shares. The offering size is...
385 Views
JTEKT’s FY19 Guidance Testament to Steady Global Automobile Growth
Automobile component manufacturer, JTEKT Corp (6473 JP), announced their FY2017 results at lunch on Friday, posting YoY revenue growth of 9.3% and...
140 Views
NTN's FY2018 Forecast Likely to Be Muted; Plays First-Mover Card with In-Wheel Motors for EVs
Ntn Corp (6472 JP) is a leading manufacturer of precision mechanical parts and components, especially hub bearings for which the company is a...
215 Views