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>Earning Season in Japan starts next week and we wanted to highlight names that need very strong 4Q numbers to get to consensus estimates and names that are well position to beat consensus OP estimates. We put together two screens, the first looks for names that have not done very well in the first 3 quarters of this year.</p><h2>Screen Criteria</h2><ol>
<li>Mkt-cap greater than ¥75bn</li>
<li>Companies that have achieved less than 70% of FY1 consensus Operating Profit</li>
<li>4-year median % achieved in first 3 quarters is greater than…</li>
</ol>

Earning Season in Japan starts next week and we wanted to highlight names that need very strong 4Q numbers to get to consensus estimates and names that are well position to beat consensus OP estimates. We put together two screens, the first looks for names that have not done very well in the first 3 quarters of this year.Screen Criteria
Mkt-cap greater than ¥75bn
Companies that have achieved less than 70% of FY1 consensus Operating Profit
4-year median % achieved in first 3 quarters is greater than…


Japanese Names that Should Easily Beat FY1 Consensus OP and Names that Will Have a Hard Time...