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>With Earnings Season basically over, we screened for names with low PE using recently released company guidance. We further limited the screen results by adding a high dividend yield criteria. Large-cap names that made the screen were <a href="https://www.smartkarma.com/entities/219" target="_blank" data-smartkarma-citation="entities:219:1">Mizuho Financial Group Inc (8411 JP)</a> with a 9x FY1 PE, 0.6x PBR and 3.7% dividend yield and <a href="https://www.smartkarma.com/entities/20668" target="_blank" data-smartkarma-citation="entities:20668:1">Mitsubishi Corp (8058 JP)</a> with a 8.4x PE, 0.9x PBR and 3.5% dividend Yield. </p><h2>Screen Results</h2><ol>
<li>Mkt-cap above ¥50bn and Feb/March year end</li>
<li>FY1 PE (using company EPS guidance) less…</li>
</ol>

With Earnings Season basically over, we screened for names with low PE using recently released company guidance. We further limited the screen results by adding a high dividend yield criteria. Large-cap names that made the screen were Mizuho Financial Group Inc (8411 JP) with a 9x FY1 PE, 0.6x PBR and 3.7% dividend yield and Mitsubishi Corp (8058 JP) with a 8.4x PE, 0.9x PBR and 3.5% dividend Yield. Screen Results
Mkt-cap above ¥50bn and Feb/March year end
FY1 PE (using company EPS guidance) less…


Low PE and High Dividend Yield Names in Japan....