Japan's Aggregate OP up 3% in the First Part of 3Q Earnings Season.....
With approx. 200 names already reporting 3Q numbers. We looked at the Market and Sector numbers to see who is best positioned to beat full-year...
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A Great Long Term Buy, the Company Is Shareholder Friendly and the Shares Are on 13x Earnings.
First half operating profit came in better than expected. The full year forecast of Y94bn (+5%) was left unchanged despite this, partly because the...
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Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
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July Tourism & Macro Data Suggest Coach Q1 FY17 Will Disappoint
Coach Inc (COH US) fell another -2.3% today in the US after an analyst downgrade, and the stock is down -14.4% since reporting unexciting Q4 FY16...
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Tourism Trends and China
In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven...
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