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 the full-year earnings season over, we screened for names that picked up the most upgrades and downgrades in the last month. Which companies are currently popular with the Analysts and which are not.</p><h2>Screen Criteria (Liked)</h2><ol>
<li>5 or more Analysts are covering the company</li>
<li> Mkt-cap above ¥60bn</li>
<li>More than 2 upgrades in the last month</li>
</ol><h2>Results</h2><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/026/597/original/4.png?1495571107" class="editor-image img-responsive" data-smartkarma-image-id="26597"></figure><div class="content-caption">Source: Custom Products</div><p><a href="https://www.smartkarma.com/entities/218" target="_blank" data-smartkarma-citation="entities:218:1">Mitsubishi UFJ Financial Group (8306 JP)</a> is the largest name to pick up 2 upgrades, followed by <a href="https://www.smartkarma.com/entities/280" target="_blank" data-smartkarma-citation="entities:280:1">Tokyo Electron Ltd (8035 JP)</a> with 3 upgrades…</p>

With the full-year earnings season over, we screened for names that picked up the most upgrades and downgrades in the last month. Which companies are currently popular with the Analysts and which are not.Screen Criteria (Liked)
5 or more Analysts are covering the company
 Mkt-cap above ¥60bn
More than 2 upgrades in the last month
ResultsSource: Custom ProductsMitsubishi UFJ Financial Group (8306 JP) is the largest name to pick up 2 upgrades, followed by Tokyo Electron Ltd (8035 JP) with 3 upgrades…

Sumitomo Mitsui Financial Group (8316 JP)

Mitsubishi UFJ Financial (MUFG) (8306 JP)

Who Do Analysts like and Do Not like After Earnings....