Names Potentially Well Positioned to Beat Year-End Estimates
With a good portion of Japanese companies having already announced 1H results, we looked at the names that are well positioned for the second half....
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Names in Japan that Have Run Too Much and Ones that Have Not Run Enough....
With TOPIX up 30% since last July we thought we would revisit our Overbought/Oversold screens and look for names that have potentially run too much...
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Curator's Cut: Naval Navigations, Nuclear Renaissance & Spin-Off Situations
​This Curator's Cut issue highlights global naval reinvestment, nuclear power stocks, and corporate spin-offs from Smartkarma's insights. Comment...
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JPX Margin Trading Weekly (Mar 27th): Fujikura, SoftBank, Sanrio, West Japan Railway Company
We analyzed JPX margin trading positions report for the past week and highlighted Fujikura (5803 JP), SoftBank (9984 JP), Sanrio (8136 JP), West...
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Micron Revives the Upbeat Tone, While Trump Media Pivots to Nuclear Fusion
​Micron struggling to meet memory demand, supply crunch expected through 2026. Trump Media eyes fusion firm for AI data center expansion. KB Homes...
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