'Quantamental' Japan Specialist, LightStream Research

Campbell Gunn

'Quantamental' Japan Specialist

ja research

ja research is an independent research platform focused exclusively on Japanese equities. Leveraging data and graphic analysis provided by Japan Analytics, we provide insights on small and medium-sized companies that have been ignored by the sell-side as well as challenging conventional wisdom on larger companies. We also offer analyst and corporate access, the latter with translation if required. 

Thematic (Sector/Industry)

DOMESTIC  DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ -  The Q1 trend shift away from global cyclical sectors accelerated in the second quarter and all of these sectors saw declines in weight over the last three months.SECTOR RECOMMENDATIONS - Our most preferred sectors are currently Healthcare, Energy, Other Commercial Products, Utilities and Information Technology and least preferred sectors are Multi-Industry, Metals, Chemicals, Autos, Machinery, Banks and Consumer Services.MARKET OUTLOOK MIXED - With manufacturing sectors comprising 60% of the market and with many domestic sectors now fully-valued, it is hard to see the market making much headway over the rest of the summer.

DOMESTIC  DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ -  The Q1 trend shift away from global cyclical sectors accelerated in the second quarter and all of these sectors saw declines in weight over the last three months.SECTOR RECOMMENDATIONS - Our most preferred sectors are currently Healthcare, Energy, Other Commercial Products, Utilities and Information Technology and least preferred sectors are Multi-Industry, Metals, Chemicals, Autos, Machinery, Banks and Consumer Services.MARKET OUTLOOK MIXED - With manufacturing sectors comprising 60% of the market and with many domestic sectors now fully-valued, it is hard to see the market making much headway over the rest of the summer.

Japan : Q2 Sector & Company Performance Review

Director, Pearl Hill Advisors

Nicholas Tanner

Director

Pearl Hill Advisors

Equity Bottom-Up

This company operates amusement facilities (indoor theme parks) for children (0-12 years old) in shopping malls. It offers food and a clean and fun place for children to run around. Mothers pay an average of Y300 for a 20 minute stay and on average stay for 45 minutes thus the average spend is in the region of Y400-500. The company is just under 68% owned by Aeon (8267) and thus in Japan nearly all of its 467 outlets (as of 2/18) are in Aeon Malls/shopping centres. Over recent years it has been…

This company operates amusement facilities (indoor theme parks) for children (0-12 years old) in shopping malls. It offers food and a clean and fun place for children to run around. Mothers pay an average of Y300 for a 20 minute stay and on average stay for 45 minutes thus the average spend is in the region of Y400-500. The company is just under 68% owned by Aeon (8267) and thus in Japan nearly all of its 467 outlets (as of 2/18) are in Aeon Malls/shopping centres. Over recent years it has been…

Aeon Fantasy (4343) Offers Great Overseas Growth but Too Expensive Now.

Japan

AEON Fantasy Co., LTD. mainly operates amusement parks in shopping centers and sells snacks, drinks, and toys within the parks.  AEON Fantasy also franchises and sells amusement park equipment to the franchisees.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Aeon Fantasy (4343 JP)

Japan : Q2 Sector & Company Performance Review

DOMESTIC DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ - The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...

Campbell Gunn

Aeon Fantasy (4343) Offers Great Overseas Growth but Too Expensive Now.

This company operates amusement facilities (indoor theme parks) for children (0-12 years old) in shopping malls. It offers food and a clean and fun...

Pearl Hill Advisors

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)