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ENTITY
Asahi Kasei

Asahi Kasei (3407 JP)

49
Analysis
MaterialsJapan
ASAHI KASEI CORPORATION produces synthetic fibers, industrial chemicals, petrochemicals, plastics (resins), and synthetic rubber. The Company also operates and sells real estates, pharmaceuticals, medical equipments, electronics, construction materials, and consumer products.
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16 Aug 2017 13:37

Global Equity Strategy: Overweight EM, Pullback Opportunities in Europe, Japan Poised to Breakout

In the attached strategy document we expand upon themes and opportunities in materials, technology and financials as well as an overview of...

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04 Aug 2017 18:53

Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan

Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...

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27 Jul 2017 15:02

Asia: Developing Leadership

As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...

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22 Jul 2017 00:55

International Compass

Top-down and bottom-up technicals continue to articulate a bullish global outlook.  However a big rotation is underway.  The "anti-reflation" call...

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11 Jul 2017 03:09

Toray--Not a Buy Despite Low Valuations

Toray's share price has been weak ever since it announced FY16 results on May 10th, despite both results and FY17 outlook being largely in line...

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