Japan's HT Materials Export Restriction to Korea: List of Suppliers & Replacements
This post lists the companies in both Korea and Japan which are to be affected directly or indirectly by the Abe administration's high tech...
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Best Japanese Performers in the Fall....
With summer starting to wind down, we put together a screen looking at names that have historically done the best from September through the end of...
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Popular and Unpopular Names - Names Analysts Do Like / Do Not Like in Japan....
If we look at the most recent upgrades, Shiseido Co Ltd (4911 JP) and Cosmo Energy (5021 JP) both picked up 3 upgrades in the last 2 weeks. TDK...
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Which Names Do the Best from September to the End of the Year....
With only 2 weeks left in August, we wanted to highlight names that you should be looking at heading into the next couple of months to the end of...
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Japanese Companies Tied to Korea with High Correlations to KOSPI....
We had some inquiries around which Japanese companies had Sales in Korea and which names were correlated the most to KOSPI. In the charts below, we...
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