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.

Equity Bottom-Up

<p>With 365 names already reporting 3Q numbers the picture is starting to shape up. Looking at the overall market, YTD OP is up 2.3% and Net Income is pretty much flat at 0.3%. At the OP level, Japan has achieved 77% of full-year guidance and consensus. For Net Income, Japan has achieved 84% of full-year Net Income guidance and 81% of consensus. </p><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/020/449/original/aggregate2.png?1486492385" class="editor-image img-responsive" data-smartkarma-image-id="20449"></figure><div class="content-caption"><strong>Source: Custom Products</strong></div><h2>On the positive side</h2><p><strong>Pharmaceutical </strong>Sector has already achieved 114% of full-year Net Income (NI) company guidance and 110% of…</p>

With 365 names already reporting 3Q numbers the picture is starting to shape up. Looking at the overall market, YTD OP is up 2.3% and Net Income is pretty much flat at 0.3%. At the OP level, Japan has achieved 77% of full-year guidance and consensus. For Net Income, Japan has achieved 84% of full-year Net Income guidance and 81% of consensus. Source: Custom ProductsOn the positive sidePharmaceutical Sector has already achieved 114% of full-year Net Income (NI) company guidance and 110% of…

Japan's YTD OP Growth Now at 2% with Net Income Flat YoY

Honda Motor

Japan's YTD OP Growth Now at 2% with Net Income Flat YoY