Daily BriefsThematic (Sector/Industry)

Daily Brief Thematic (Sector/Industry): Japan Weekly | Tadano and more

In today’s briefing:

  • Japan Weekly | Tadano, JMDC, CyberAgent, JFE, Komatsu


Japan Weekly | Tadano, JMDC, CyberAgent, JFE, Komatsu

By Mark Chadwick

  • After a strong start to the week, Japanese equities ended flat after succumbing to a global tech sell-off. 
  • Tadano was the best performer among Topix names this week. The street is upgrading forecasts post Q2 numbers and full year guidance revision. Makes sense
  • We highlight stocks that have had significant shareholder changes. Activists continue to increase positions and Oasis goes big on Sagami Rubber

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