Japan: Sectors/Peer Groups 3M🔺Too Early to Bottom-Fish Cyclicals •Time to Trim Personal Products
THREE-MONTH % CHANGE IN SECTORS & PEER GROUPS - This regular insight focuses on the percentage change in each sectors' weight in the market...
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Japan: Scoring Results & Forecasts - Part 3 - Company Winners & Losers
INTRODUCTIONÂ - The final part of our Results and Forecast/Revision Scores review will look at the leading and lagging performers and forecasters...
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Japan Gets an Object Lesson in Investor Relations
It seems strange that of all the firms in Japan to error so badly on the investor relations front it should be Sony (6758 JP). Management has a...
442 Views
A Potential New and Formidable Entrant into the AI Semiconductor Space:Â AI Readings
For all the talk of crypto mining generating significant revenue for Nvidia it is important to realize that Bitmain Technologies crypto mining...
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Hyundai Heavy Industries Holdings - Update on Its Implied Valuation
We have a positive view on Hyundai Heavy Industries Holdings (267250 KS)Â (HHIH). Our sum-of-the-parts analysis suggests a base case implied value...
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