Japan: Fortnightly Update - And So It Goes
AND SO IT GOES - After our eight-day 4.5% 'Thanksgiving rally', the market reverted to recent type and promptly fell 6.5% to Tuesday's low, which...
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Japan: Relative Price Score Update - Overbought and Oversold Companies
RELATIVE PRICE SCORE - The Relative Price Score (RPS) measures stock price performance relative to TOPIX and is calculated by comparing the current...
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Yaskawa Electric: Still Early to Buy but Still ST Oversold While Read-Through to Fanuc Is Negative
We visited Yaskawa Electric (6506 JP) last week following its 10% downward revision to OP guidance at 1H earnings on the 10th of October. The...
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Shuttering of Rethink Robotics Just a Bump in the Road for Cobots
As the world says goodbye to Rethink Robotics' Baxter and Sawyer, we would caution against drawing the wrong inferences from the failure of this...
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6-Months Looks to Be the Sweet Spot for Mean Revision in Japan....
It is no surprise to most that Japan is a mean-reverting market. Very few names experience long-term price runs like we see in other market. We...
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