BBSP Equity Asia Weekly Research 31 May 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• Signals for a new tactical opportunity: Upgrade on Kospi to “Increase...
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BBSP Equity Asia Weekly Research 10 May 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPMid Term Country Allocation (Tactical view) in terms of RV vs MXAPReminder Last...
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Aggregate Japan OP Currently Down 7%, However New FY3/18 OP Expected to Increase 4%....
With approx 280 names (mkt-cap above ÂĄ50bn) announcing earnings before Golden Week, the overall picture is starting to form up. Currently FY3/17...
359 Views
Launching Coverage of FamilyMart Uny With No-Moat and Stable Trend Ratings, and FVE of JPY 6,600
We initiate coverage of FamilyMart with a fair value estimate of JPY 6,600, representing a slight premium to its current share price. We rate...
391 Views
Japan Moves Towards RFID Scanning at Checkout
It is over a decade since the IBM RFID shopping advert came out (still well worth a watch at https://www.youtube.com/watch?v=WGuXOuQOe18) and this...
511 Views