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...
428 Views
Sumco: 2Q2019 Earnings Drop but the Decline Is Still Better Than Previous Downturns
Sumco reported 2Q2019 results on Tuesday (06th August 2019) which saw the company revenue and operating profit decline on a YoY as well as on a QoQ...
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