Sumco 3Q Results: Earnings Beat Consensus; Current Valuation Provides a Good Entry Point
Sumco Corp (3436 JP) reported its 3Q2019 results yesterday (06th November 2019) which saw revenue and operating income declining YoY as well as...
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Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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Shin-Etsu: Semiconductor Silicon Segment Grows Marginally While PVC Segment Rebounds
Shin-Etsu reported its 2QFY03/2020 results on Friday (25th October) which saw both revenue and operating income declining YoY by 1.9% and 9.5%...
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Japan Short Interest - The Numb3rs
The short notional in the market for the week ended 30 August is US$24.65bn with the largest short positions in Itochu Corp (8001 JP), Toyota Motor...
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Japan Short Interest - The Numb3rs
The Japan Exchange Group (JPX) publishes a daily report that details the short sell activity by market participants. JPX aggregates broker short...
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