2018 Was Not the Year for Value or Beta Names in Japan....
We looked back and identified which factors drove the Japanese market in 2018. We found that Value, which is historically strong in Japan, did...
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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...
230 Views
Mitsui Mining: New Smartphone Clients for Microthin HDI Circuit Boards to Drive Growth
Mining & Smelting Co (5706 JP) has been the best performer among the smelters since the start of 2017, up 64.5% as its engineering segment...
280 Views
Biggest Moves in Consensus and Best Performers After 1H Announcements in Japan....
With 1H Earnings Season basically done, we went back and screened for names with the largest changes in consensus estimates after results were...
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General Cable Could Attract Asian Peers
General Cable, the producer of cables and wires that has been reviewing strategic alternatives, may be of interest to Asian peers, sources told...
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