Director, Pearl Hill Advisors

Nicholas Tanner

Director

Pearl Hill Advisors

Thematic (Sector/Industry)

Yaskawa (6506) The shares have corrected significantly, as have most in this sector, but given that it would appear orders are bottoming out, and that there are certainly some encouraging signs for the future we would start to look and this name, and others in this space, on a 12 month view.Hino (7205) Cheap and shares have underperformed but the domestic market is mature and overseas is showing signs of slowing. There are better bets elsewhere.Katitas (8919)A great growth story in the domestic housing sector.

Yaskawa (6506) The shares have corrected significantly, as have most in this sector, but given that it would appear orders are bottoming out, and that there are certainly some encouraging signs for the future we would start to look and this name, and others in this space, on a 12 month view.Hino (7205) Cheap and shares have underperformed but the domestic market is mature and overseas is showing signs of slowing. There are better bets elsewhere.Katitas (8919)A great growth story in the domestic housing sector. 

Japan Stock Weekly