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...
996 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...
434 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...
658 Views
Asia Short Interest Weekly: JD, Netease, CSPC, Alibaba, Meituan, Tencent, Fanuc, Mitsubishi, Toshiba
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
508 Views
Keyence – Weakness in China but the US Encourages
Keyence reported FY numbers in line with consensus as OP of ¥277.6bn was marginally above consensus’ ¥277.0bn. Revenue was more encouraging as the...
466 Views