Cautiously Optimistic Following Downtrend Reversals; Japan Continues to Lead; Bottoms-Up Stock Rec's
The bear market rally that we were on watch for started last week, confirmed by the bullish reversals on the DAX, Hang Seng, MSCI China $MCHI, and...
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Hachijuni Bank (8359 JP): Ahead of the Peloton
Hachijuni Bank's interim results comfortably beat initial guidance, but there were no surprises thanks to an upward revision to earnings guidance a...
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Hachijuni Bank (8359 JP): A Case of Prestidigitation?
Prestidigitation, or sleight of hand, is what magicians use to create their illusions. Onlookers are beguiled into looking elsewhere at a crucial...
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Japanese Banks: End of March Blues
Last week was an extraordinarily volatile period for Japanese bank stocks, with the sector rising around 14% after a protracted period of negative...
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Holdcos: Charts Amongst The Carnage. Part 1. Japan & Korea
This week's two-part Holdco overview is chock-full of charts, covering the performance of all 566 stubs in my stub monitor, across all countries,...
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