Omron - Improving Margins, but Priced Above Its Potential
Omron's Industrial Automation and Healthcare businesses continue to drive upward revisions in OP guidance but with margins already at high levels...
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Omron – Recovery Ahead but More Than Priced In
Omron revised guidance up significantly from ¥30bn to ¥40bn. While we believe the company should reach closer to ¥50bn, this is still probably less...
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🇯🇵 JAPAN • Results & Revisions 10/29 - Fanuc, Takeda, Panasonic, Kyocera
• BEST & WORST • Our best and worst pair from yesterday's announcements is Fanuc (6954 JP) and Omron (6645 JP). Source for all charts & tables:...
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Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
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Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
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