August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
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JDI: What Is a Restructuring Likely to Look Like?
On the 21st Kyodo News reported that Japan Display Inc (6740 JP) was considering restructuring its domestic operations with a focus on its...
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A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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Toshiba Memory Deal Changing Shape But Likely a Temporary Stalemate
The INCJ-led deal for Toshiba Memory which Toshiba Corp (6502 JP) wanted to announce by the 29th of June to be able to take it to their shareholder...
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Sector Capsule: Refrigeration Appliances in Japan
Headlines Refrigeration appliances sees 5% volume growth in 2016 to reach 4.2 million units. Demand for refrigeration appliances rebounds following...
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