🇯🇵 JAPAN • Results & Revisions 10/27 Online Brokers, Hoya, Shin-Etsu, Fujitsu..
• BEST & WORST • Our best and worst pair from yesterday's announcements is Shimano (7309 JP) and Fujitsu (6702 JP).____________
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Global Equity Positioning: Macro Overview. Raising EU Overweights, Taiwan Vs India, UK Decouples
In our Macro Overview of Global fund positioning, we cover the following: Managers raise EMEA Overweight, hit max underweight in US. Taiwan key...
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A Quick Look at the Buffet Trade and the Most Obvious Follow-Ons
Last week it was revealed that Warren Buffet had taken stakes of about 5% in Japan’s five major trading companies. This comes at a time when the...
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Nikkei225 Dividend Futures: Focus Shifts to 2021
With the bulk of the dividends for 2020 announced and guidance provided for the rest of the year by most constituent companies, the Nikkei225 2020...
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Shin-Etsu: All Segments Seeing Declines; Earnings Rebound Could Take Longer
Shin-Etsu reported its 1QFY03/2021 results on Tuesday (28th July 2020) after market which saw both revenue and OP decline on a YoY basis. All the...
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