Global Equity Strategy: Value Remains Leadership But Defensives Improving
Cyclical value Sectors continue to be our favorite areas to overweight, while defensive Sectors also continue to be worth a look (i.e., Staples,...
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Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
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Yokohama Tires' New Growth Plan Focuses On Expanding Off-Road & Premium Segments
Company OverviewYokohama Rubber Co Ltd (5101 JP) was founded in 1917 as a JV between Yokohama Cable Manufacturing and B.F. Goodrich. The company’s...
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Toyo Tire Could Be Weak on Bearish FY18 Guidance
Toyo Tire (5105) could see a further sell-off in its shares tomorrow (2/15) if guidance is as conservative as usual. This has much to do with...
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Bad Q3 for Japanese Tire Makers; Toyo Tire Still Best in Class; Bridgestone & Sumitomo Struggling
Japan's tire makers all had weak Q3 results, with Yokohama and Toyo Tire undershooting consensus estimates the least, and Sumitomo Rubber and...
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