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)

Japan Automobiles and components / Thematic (Sector/Industry)

<p>With full-year Earnings Season basically over, we put together some aggregate numbers to see how Japanese companies did and what is the new outlook. For the overall market, Sales was down 2%, OP was up 1.3% and Net Income was up 11% in FY3/17. The Semiconductors &amp; Semiconductor Equipment sector did well with Sales up 31% and OP up 38%. On the other side, Sales in the Automobiles &amp; Components sector fell 3% and OP was down 12%.</p><p>Looking towards FY3/18,  at the aggregate level companies are…</p>

With full-year Earnings Season basically over, we put together some aggregate numbers to see how Japanese companies did and what is the new outlook. For the overall market, Sales was down 2%, OP was up 1.3% and Net Income was up 11% in FY3/17. The Semiconductors &amp; Semiconductor Equipment sector did well with Sales up 31% and OP up 38%. On the other side, Sales in the Automobiles &amp; Components sector fell 3% and OP was down 12%.Looking towards FY3/18,  at the aggregate level companies are…

Looking Towards FY3/18 - New Overall Japan OP Expected to Grow 8% in the Coming Year....