🇯🇵 JAPAN • 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...
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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...
380 Views
JAPAN PASSIVE: Who Owns What 2020?
There are many reasons why active investors in Japan should be interested in understanding the ownership and shareholder dynamics of passive...
931 Views
Keyence – 1Q Weak but It Is the SG&A and Hiring Trend Which Should Be Monitored
We have been touting Keyence as a long hedge against our least favoured pick within the FA space, Fanuc. Since October 2019 the long Keyence, short...
388 Views
Fanuc – Single Stock Bubble Meet Single Stock Pin
We have been harping on the excessive valuations in the FA sector for quite some time, and on Fanuc’s relative overvaluation vs. peers for even...
591 Views