🇯🇵 JAPAN • December Company Relative Price Scores - Opportunities in the Outliers
• RELATIVE PRICE SCORE - COMPANIES • COMPANY RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance...
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Japan Shorts - Big Covering in Consumer Staples
The short notional in the market for the week ended 18 October is US$27.73bn (down by US$0.51bn) with the largest short positions in Itochu Corp...
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🇯🇵 Japan • FA & SPE - Calling Bottoms and Tops
There has been much discussion on Smartkarma in the last week on the 'overexuberance' in Japan's semiconductor production equipment ("SPE") and...
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Readthrough to Japanese FA Sector from Capital's SK Hynix Block Sale
We have been highlighting what we consider to be overexuberance in the rallies within the semiconductor and factory automation sectors lately. The...
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Yaskawa: Stuttering Recovery and Weak Robotics Margin Spur Large Downgrade
Yesterday Yaskawa surprised negatively by reporting just ÂĄ5.3bn in 2Q OP vs. consensus at ÂĄ10.4bn and revising down its outlook by 46% to ÂĄ25bn at...
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