Last Week in Event SPACE: Fast Retailing, Evergrande, APA Group, Fairfax, LCY Chem, Hyundai Group
Last Week in Event SPACE ... The possible changes to the BOJ's ETF allocations will reduce the impact on the remaining float of future purchases...
624 Views
JAPAN PASSIVE: Who Owns What?
The insight JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 of a few days ago was a piece about the BOJ's impact on the Nikkei 225. The BOJ...
2.2k Views
Fanuc: 1Q Orders and Robomachine Sales Declines, 2H Downgrade Hurt Confidence but Stock Resilient
Fanuc reported 1Q numbers yesterday after the close with revenue up 8.5% YoY and OP up 7.9% YoY. The result was positive and Fanuc even raised 1H...
701 Views
JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
805 Views
Yaskawa: Visit Reaffirms LT Potential but It's Too Early to Invest, Semi Capex Readthrough Poor
We visited Yaskawa Electric Corp (6506 JP) today and spent some time discussing current conditions. The main focus was on orders from China and...
721 Views