Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidance when they annouce 1H...
492 Views
Sankei Real Estate (2972 JP): Murakami Adds as Tosei/GIC Goes for Broke
Murakami entities have increased their ownership ratio to 23.81%. The average cost per share for the latest purchases (22 April) was JPY124,192,...
414 Views
Margins Expanding in Japan but Asset Efficiency Is Not Improving....
Japan's aggregate Net Income margin increased from 2.7% in 2012 to 4.6% in 2016. While this margin expansion is a great thing, asset efficiency...
617 Views
I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
2.1k Views
Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
864 Views