Share Classifications: Mid-December 2018 Snapshot
This weekly share class summary is a companion insight to Travis Lundy's H/A Spread & Southbound Monitor - most recently discussed in H/A...
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Murata Revises FY03/19 Guidance Following Solid 1H Performance
Murata released its 2QFY03/19 results on Wednesday with revenue growing by 27.2% YoY to reach JPY788.4bn in 1HFY03/19. This was a touch higher...
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5G Is Coming – Don’t Panic. Sensible Plans from SoftBank (9984 JP), Docomo (9437 JP), KDDI (9433 JP)
5G sounds great, right? – faster speeds, more capacity, improved efficiency – but what does that really mean? The reality is that 5G isn’t needed...
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Buy SEMCO on Potential Year-End Window Dressing: Consider Shorting Murata For a Hedge
The recent shorting campaign on Samsung Electro Mechanics Co, Ltd. (009150 KS)Â hasn't really paid off yet as the price has stood firm. As...
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2018 Annual Nikkei 225 Rebalance - Small Potatoes As Expected
Today after the close the Nikkei Inc announced the results of the Annual Review for the Nikkei 225 and the Nikkei 300. In the Nikkei 225,...
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