Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Thematic (Sector/Industry)

<p>With 1H Earnings Season basically done, we went back and screened for names with the largest changes in consensus estimates after results were announced. We also looked at which names have performed the best relative to TOPIX since they announced numbers.</p><p>On the positive side, we screened for names where FY1 EPS estimate increased more than 5% since the company announced 1H earnings. Some of the larger names that made the screen were <a href="https://www.smartkarma.com/entities/563" target="_blank" data-smartkarma-citation="entities:563:1">Sony Corp (6758 JP)</a> with a 10% increase, <a href="https://www.smartkarma.com/entities/8416" target="_blank" data-smartkarma-citation="entities:8416:1">Komatsu Ltd (6301 JP)</a>…</p>

With 1H Earnings Season basically done, we went back and screened for names with the largest changes in consensus estimates after results were announced. We also looked at which names have performed the best relative to TOPIX since they announced numbers.On the positive side, we screened for names where FY1 EPS estimate increased more than 5% since the company announced 1H earnings. Some of the larger names that made the screen were Sony Corp (6758 JP) with a 10% increase, Komatsu Ltd (6301 JP)…

Biggest Moves in Consensus and Best Performers After 1H Announcements in Japan....