'Quantamental' Japan Specialist, LightStream Research

Campbell Gunn

'Quantamental' Japan Specialist

ja research

ja research is an independent research platform focused exclusively on Japanese equities. Leveraging data and graphic analysis provided by Japan Analytics, we provide insights on small and medium-sized companies that have been ignored by the sell-side as well as challenging conventional wisdom on larger companies. We also offer analyst and corporate access, the latter with translation if required. 

Thematic (Sector/Industry)

INTRODUCTION - This second part of our review of Results and Forecast/Revision Scores will look at Peer Groups. For the methodology, please refer to Part 1 <a href="https://www.smartkarma.com/insights/japan-scoring-results-forecasts-earnings-momentum-slowing-weaker-required" target="_blank" data-smartkarma-citation="insights:20302">Japan: Scoring Results &amp; Forecasts</a>.  In an attempt to bring improve on the sector classification in Japan, we have reviewed every listed company's segment data and assigned each to one of 328 peer groups. Peer Group definitions reflect both standard SIC/GICS classifications as well as local market conventions, allowing, for example, for regional sub-classifications for regional banks and group affiliation for auto parts companies. GROUPINGS - Peer Groups and companies are reviewed in five broad groups, Consumer, Materials, Manufacturing, Distribution • Real Estate • Finance and TMT • Services.TOP FIVE PEER GROUPS -  The top five Peer Groups in Japan by Results and Forecast/Revision Scores are Carbon/Graphite Products (chart below), Investment-Related Services, Semiconductor Materials, SPE/PCB Equipment and Airport Services. <figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/053/121/original/2018-05-22_20-26-17.png?1526988402" class="editor-image img-responsive" data-smartkarma-image-id="53121"></figure><div class="content-caption">Source: Japan Analytics</div>BOTTOM FIVE PEER GROUPS - The bottom five Peer Groups in Japan by Results and Forecast/Revision Scores are Audio/Visual Content (chart below), Shikoku Banks, Rolling Stock, Marine Diesel Engines and Conveying Equipment.  <figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/053/122/original/2018-05-22_20-31-48.png?1526988728" class="editor-image img-responsive" data-smartkarma-image-id="53122"></figure><div class="content-caption">Source: Japan Analytics</div><hr>RECOMMENDATIONS<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/053/120/original/2018-05-22_20-14-39.png?1526987689" class="editor-image img-responsive" data-smartkarma-image-id="53120"></figure>Specific stock recommendations follow at the end of each section below.

INTRODUCTION - This second part of our review of Results and Forecast/Revision Scores will look at Peer Groups. For the methodology, please refer to Part 1 Japan: Scoring Results &amp; Forecasts.  In an attempt to bring improve on the sector classification in Japan, we have reviewed every listed company's segment data and assigned each to one of 328 peer groups. Peer Group definitions reflect both standard SIC/GICS classifications as well as local market conventions, allowing, for example, for regional sub-classifications for regional banks and group affiliation for auto parts companies. GROUPINGS - Peer Groups and companies are reviewed in five broad groups, Consumer, Materials, Manufacturing, Distribution • Real Estate • Finance and TMT • Services.TOP FIVE PEER GROUPS -  The top five Peer Groups in Japan by Results and Forecast/Revision Scores are Carbon/Graphite Products (chart below), Investment-Related Services, Semiconductor Materials, SPE/PCB Equipment and Airport Services. Source: Japan AnalyticsBOTTOM FIVE PEER GROUPS - The bottom five Peer Groups in Japan by Results and Forecast/Revision Scores are Audio/Visual Content (chart below), Shikoku Banks, Rolling Stock, Marine Diesel Engines and Conveying Equipment.  Source: Japan AnalyticsRECOMMENDATIONSSpecific stock recommendations follow at the end of each section below.

Japan: Scoring Results & Forecasts - Part 2 - Peer Groups

Japan

Village Vanguard Co., Ltd. is a shopping entertainment destination with a unique merchandising and product mix of lifestyle, gift and novelty products. It operates more than 450 of both directly owned and franchised stores nationwide.

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Village Vanguard (2769 JP)

Japan: Scoring Results & Forecasts - Part 2 - Peer Groups

INTRODUCTION - This second part of our review of Results and Forecast/Revision Scores will look at Peer Groups. For the methodology, please refer...

Campbell Gunn

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