'Quantamental' Japan Specialist, LightStream Research

Campbell Gunn

Former Japan Equity PM with over 30 of experience now providing database-driven analysis of the market, sectors, peer groups and stocks for LightStream Research.

Leveraging data and graphic analysis provided by Japan Analytics, and the related Japan Analytics iPad App, we provide insights on companies are often ignored by the sell-side as well as challenging conventional wisdom on the market overall.

'Quantamental' Japan Specialist

Pasona : Interim Update - Still More Upside

GMO Internet (9447 JP) - Grossly or Modestly Overrated?

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. 

Equity Bottom-Up

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/084/756/original/2019-04-12_10-46-23.png?1555033615" class="editor-image img-responsive" data-smartkarma-image-id="84756"></figure><div class="content-caption">Source: Japan Analytics</div><p><strong>Q3 UPDATE</strong> - <a href="https://www.smartkarma.com/entities/15778" target="_blank" data-smartkarma-citation="entities:15778:1">Pasona Group (2168 JP)</a> released their third-quarter results on April 10th. Pasona shares have risen by 46% since our initial recommendation <a href="https://www.smartkarma.com/insights/pasona-non-grata" target="_blank" data-smartkarma-citation="insights:26973">Pasona Non-Grata</a> of January 3rd, by 28% since our <a href="https://www.smartkarma.com/insights/pasona-interim-update-still-more-upside" target="_blank" data-smartkarma-citation="insights:27302">Interim Update - Still More Upside</a> and by 73% from the December 'trough' to recent peak. <strong>With the upside accordingly to our valuation methodologies being more limited, we would recommend some profit-taking.    </strong></p>

Source: Japan AnalyticsQ3 UPDATE - Pasona Group (2168 JP) released their third-quarter results on April 10th. Pasona shares have risen by 46% since our initial recommendation Pasona Non-Grata of January 3rd, by 28% since our Interim Update - Still More Upside and by 73% from the December 'trough' to recent peak. With the upside accordingly to our valuation methodologies being more limited, we would recommend some profit-taking.    

2168 🇯🇵 Pasona • Third Quarter Results - Time to Take Some Profits