Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Thematic (Sector/Industry)

1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidance when they annouce 1H earnings. We thought we would look for companies where consensus estimates and current company guidance is significantly different. <a href="https://www.smartkarma.com/entities/5415" target="_blank" data-smartkarma-citation="entities:5415:1">Nintendo Co Ltd (7974 JP)</a> tops the list with consensus OP 103% above company guidance. <a href="https://www.smartkarma.com/entities/15359" target="_blank" data-smartkarma-citation="entities:15359:1">Ricoh Co Ltd (7752 JP)</a>'s difference is almost as bad with consensus OP 93% above guidance. Other big names that made the list are <a href="https://www.smartkarma.com/entities/8416" target="_blank" data-smartkarma-citation="entities:8416:1">Komatsu</a>…

1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidance when they annouce 1H earnings. We thought we would look for companies where consensus estimates and current company guidance is significantly different. Nintendo Co Ltd (7974 JP) tops the list with consensus OP 103% above company guidance. Ricoh Co Ltd (7752 JP)'s difference is almost as bad with consensus OP 93% above guidance. Other big names that made the list are Komatsu…

Companies Where Consensus and Company Guidance Are Far Apart.....

Yesterday we had 9 names expected to announced results soon move on strong volume. Only 1 of the names had any news behind the move. <a href="https://www.smartkarma.com/entities/3735" target="_blank" data-smartkarma-citation="entities:3735:1">Seiko Holdings Corp (8050 JP)</a> was up 3% on strong volume as its subsidiary announced new batteries.All the other names did not have news. On the positive side, <a href="https://www.smartkarma.com/entities/11990" target="_blank" data-smartkarma-citation="entities:11990:1">Tocalo Co Ltd (3433 JP)</a> was up 3%, <a href="https://www.smartkarma.com/entities/8053" target="_blank" data-smartkarma-citation="entities:8053:1">Century Tokyo Leasing Corp (8439 JP)</a> was up 2% and <a href="https://www.smartkarma.com/entities/16039" target="_blank" data-smartkarma-citation="entities:16039:1">Itochu Enex Co Ltd (8133 JP)</a> was up 1%.On the other side, <a href="https://www.smartkarma.com/entities/14533" target="_blank" data-smartkarma-citation="entities:14533:1">Kagome Co Ltd (2811 JP)</a> was down 2% and <a href="https://www.smartkarma.com/entities/8339" target="_blank" data-smartkarma-citation="entities:8339:1">T Gaia Corp (3738 JP)</a>…

Yesterday we had 9 names expected to announced results soon move on strong volume. Only 1 of the names had any news behind the move. Seiko Holdings Corp (8050 JP) was up 3% on strong volume as its subsidiary announced new batteries.All the other names did not have news. On the positive side, Tocalo Co Ltd (3433 JP) was up 3%, Century Tokyo Leasing Corp (8439 JP) was up 2% and Itochu Enex Co Ltd (8133 JP) was up 1%.On the other side, Kagome Co Ltd (2811 JP) was down 2% and T Gaia Corp (3738 JP)…

Earnings Leakage Report - 9 Names Moved on Strong Volume and Only 1 Had News Behind the Move....

Japan

SEIKO HOLDINGS CORPORATION (Hattori Seiko) designs, manufactures, and sells electronic devices, watches and clocks in Japan and overseas. The Company also sells jewelry, ophthalmic lenses, golf clubs and computer peripherals.

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Seiko Holdings (8050 JP)

Companies Where Consensus and Company Guidance Are Far Apart.....

1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidance when they annouce 1H...

Custom Products Group

Earnings Leakage Report - 9 Names Moved on Strong Volume and Only 1 Had News Behind the Move....

Yesterday we had 9 names expected to announced results soon move on strong volume. Only 1 of the names had any news behind the move. Seiko Holdings...

Custom Products Group

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)