Japan: Fortnightly Update: Past the Peak
PEAK CYCLE EARNINGS - In our Winter Results & Revisions Flash Insight of yesterday, we noted that Japanese listed corporate earnings, after...
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Japan: 2018 Sector Review - Down, Down, Deeper & Down
DOWN, DOWN, DEEPER & DOWN - Japanese equities were as unfashionable as the venerable 'Quo' in 2018, although all of the year's decline...
827 Views
Japan: Relative Price Score Update - Overbought and Oversold Companies
RELATIVE PRICE SCORE - The Relative Price Score (RPS) measures stock price performance relative to TOPIX and is calculated by comparing the current...
637 Views
Nihon Nohyaku: Adeka Offer Price Seems Full, but Longer-Term Outlook Makes Valuation Fair
We visited Nihon Nohyaku (4997 JP) ("Nichino") this week to discuss the company's longer-term strategy and gain a deeper understanding of its...
619 Views
JAPAN PASSIVE - Dovish Meeting; BOJ to Buy Less Nikkei 225
Today (31 July 2018), the Bank of Japan issued a Monetary Policy Statement which, as widely expected, addressed its Qualitative and Quantitative...
677 Views