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)

<p>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. </p><p><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>…</p>

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.....

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

iShares MSCI Emerging Markets / Technical Analysis

<p>Top-down and bottom-up technicals continue to articulate a bullish global outlook.  However a big rotation is underway.  The "anti-reflation" call is a narrative in critical condition.  We are seeing a shift into emerging markets and the global materials sector, one with long-term implications.  Intermarket analysis give this outlook the thumbs up; see attachment for complete analysis.</p>

Top-down and bottom-up technicals continue to articulate a bullish global outlook.  However a big rotation is underway.  The "anti-reflation" call is a narrative in critical condition.  We are seeing a shift into emerging markets and the global materials sector, one with long-term implications.  Intermarket analysis give this outlook the thumbs up; see attachment for complete analysis.

<p>We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations for the overall market to identify which sectors and companies are currently trending up in popularity and which are trending down.</p><h2>Positive Side</h2><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/023/022/original/2.png?1490213989" class="editor-image img-responsive" data-smartkarma-image-id="23022"></figure><div class="content-caption">Source: Custom Products</div><p>As you can see from the chart above the Energy Minerals (Only 7 names in sector), Finance and Consumer Durables Sectors had the highest % of upgrades relative to total recommendations over…</p>

We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations for the overall market to identify which sectors and companies are currently trending up in popularity and which are trending down.Positive SideSource: Custom ProductsAs you can see from the chart above the Energy Minerals (Only 7 names in sector), Finance and Consumer Durables Sectors had the highest % of upgrades relative to total recommendations over…

Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

<p>Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace industry, which, despite technical shortcomings, has received strong state backing?</p>

Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace industry, which, despite technical shortcomings, has received strong state backing?

Clouds Ahead for Foreign Aircraft Sales in China?

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<p>In this first of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at BtoB start-up companies operating in manufacturing and their impact on the Japanese apparel and footwear market. <strong>Japanese apparel and footwear market is set to shrink </strong></p>

In this first of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at BtoB start-up companies operating in manufacturing and their impact on the Japanese apparel and footwear market. Japanese apparel and footwear market is set to shrink 

Can Tech Save The Declining Japanese Apparel Industry? FashionTech Series (1/3)

Japan

Shimizu Corporation is a general contractor operating nationwide and overseas. The Company builds residential, commercial, and institutional buildings. Shimizu also performs civil engineering works for roads and operates real estate businesses. The Company, through its subsidiaries, sells and leases construction materials and machinery.

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Shimizu Corp (1803 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

International Compass

Top-down and bottom-up technicals continue to articulate a bullish global outlook. However a big rotation is underway. The "anti-reflation" call...

Vermilion Research

Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....

We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...

Custom Products Group

Clouds Ahead for Foreign Aircraft Sales in China?

Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...

Bixmoor

Can Tech Save The Declining Japanese Apparel Industry? FashionTech Series (1/3)

In this first of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at BtoB start-up companies...

Euromonitor International Ltd.

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