Keyence β Recovery Inbound
China drove an improvement in Keyence's 2Q results just like its competitors. We continue to prefer the name vs. peers but that does not mean the...
399 Views
π―π΅ JAPAN β’ Results & Revisions 10/ββββββββββββββββββββ29 - Fanuc, Takeda, Panasonic, Kyocera
β’ BEST & WORST β’ Our best and worst pair from yesterday's announcements is Fanuc (6954 JP) and Omron (6645 JP).Β Source for all charts & tables:...
481 Views
Fanuc β Is a Robomachine Rally Sustainable?
Fanuc put up strong 2Q numbers and raised guidance more than 100% to Β₯85.4bn, however, we remain more concerned with long-term prospects as we feel...
405 Views
π―π΅ JAPAN β’ Analysing The "Buffett Trade", Valuing the Sogo Shosha & The Return of Asian Inflation
THE BUFFETT TRADE - Much has written on $ber
621 Views
π―π΅ JAPAN β’ Stock Picking with 'Peak' EV/OP Multiples - Introducing EV/POP
"Beware of geeks bearing formulas." - Warren Buffett Enterprise Value multiples have become common parlance in the investment world, both...
480 Views