Denso Reports in Line 3Q Result, Raise FVE to JPY 6,400 on Stronger Renminbi and Euro.
Excluding a favorable foreign exchange rate, narrow-moat Denso Corp (6902 JP)'s third-quarter result was generally in line with our full-year...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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Stocks Down Despite Strong 3Q Results and Revised Guidance
Denso Corp (6902 JP) posted strong 3Q results and revised its earnings guidance upwards last Friday. However, the company’s stock price declined by...
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The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
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Keihin's Swift Recovery Driven by Expansion in Motorcycle FI System Production and Focus on EVs
Keihin Corp (7251 JP)'s revenue recovery since FY03/17 following period of unfavourable currency fluctuations On-track to reach full-year revised...
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