Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
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YNS (YNS MK): Leveraging off Japanese Giants
Solid short-term sales momentum, sales on an upcycle trend, and good price momentum relative to its sector YNS enjoys sixth largest position...
264 Views
General Cable Could Attract Asian Peers
General Cable, the producer of cables and wires that has been reviewing strategic alternatives, may be of interest to Asian peers, sources told...
273 Views
Japan and the Financial Sector in Asia Highly Correlated to the US....
We looked at which regions in Asia are most correlated to the S&P500. Over the last 8 years, 42% of Japanese companies have greater than 30%...
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Which Sectors Look Cheap and Which Are Probably Overvalued....
We compared the different sectors PBR levels in Japan to see which sectors may be still undervalued and which may have gone up a little too much....
318 Views