Komatsu, HCM, CAT: The Stock Punishment Does Not Match the Outlook Deterioration Crime
We have been struck by the degree of underperformance of the construction machinery names despite strong earnings performance. While the cyclical...
655 Views
Japan: Catching Valuation Differences - Worst Quarter Since 2017-Q2 - Time for Shareholders to Act
COMPREHENSIVE INCOME - Since 2011, a Statement of Comprehensive Income (CSI) has been a mandatory addition to the Income Statement for Japanese...
477 Views
Japan: Results & Revisions Second Cut - Bottom Line Breakdown
BOTTOM LINE BREAKDOWN - 1,277 earnings results and/or revisions announcements were released last week in Japan covering 36% of listed market...
369 Views
Micron's Guidance Bombshell Signals Troubled Times Ahead For Beleaguered Semiconductor Segment
After months of skirting around inventory build-up and a weakening demand outlook, Micron used their latest earnings report to call closing time on...
895 Views
Japan: Moving Average Outliers - Year-End Blues
MARKET COMPOSITETRADING ZONE - As of last Friday, the Japan All Market Composite has now entered a bear market, having declined by 20% from the...
940 Views