Names that Are Hated and Loved by the Street in Japan....
It has been a while since we updated the "Hated by the Street" screen. So we thought it would be good to see which names made the list. Usually we...
302 Views
Launching Coverage of Yamazaki With Narrow Moat and Stable Moat Trend Ratings; FVE of JPY 2,090
We initiate coverage of Yamazaki Baking Co Ltd (2212 JP) with a fair value estimate of JPY 2,090, and assign it narrow moat and stable moat trend...
151 Views
Lawson's Big Boots Adventure Begins
In The First Lawson Pooh adventure, I quoted A.A.Milne...When you see someone putting on his Big Boots, you can be pretty sure that an Adventure is...
421 Views
December 2016 Review of Current Developments in Japan's Economy
"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data”...
4.3k Views
Death Rattle for Defensives?
While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...
1k Views