Director, Pearl Hill Advisors

Nicholas Tanner

Director

Pearl Hill Advisors

Thematic (Sector/Industry)

NSK (6471) - operating environment poor, analysts revising down but are we close to the bottom for the share price?UUUM (3990) - great performer, and business will continue to grow fast. A buy for those who have believe in the growth of internet advertising, and do not mind a lofty valuation. Rakuten (4755) - announced IPO of Lyft has helped share price rally. Sum of parts makes this look cheap to us, and we believe they have a sporting chance as a mobile operator. Market is overly negative in our view.

NSK (6471) - operating environment poor, analysts revising down but are we close to the bottom for the share price?UUUM (3990) - great performer, and business will continue to grow fast. A buy for those who have believe in the growth of internet advertising, and do not mind a lofty valuation. Rakuten (4755) - announced IPO of Lyft has helped share price rally. Sum of parts makes this look cheap to us, and we believe they have a sporting chance as a mobile operator. Market is overly negative in our view. 

Japan Stock Weekly