Japan Morning Connection: Can JP Semi-Cap Names Continue to Buck the US Tech Weakness?
Rotation from momentum winners into oversold quality such as SPE, EU defense name strength may be positive for JP heavies, US power semi weakness...
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Japan Weekly | Market Resilience - Honda, MMC, Sega
Japanese markets showed strong resilience this week, with the Nikkei 225 and Topix both climbing significantly, boosted by a weaker yen benefiting...
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Japan Weekly | Nikkei Slides Amid Cautious Sentiment; Nissan, Park24, Kadokawa
Investors cautious as Nikkei 225 drops 1.9% ahead of central bank decisions, while Nissan's stock surges 24% on merger talks with Honda and...
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Japan: Relative Price Score Long Portfolios
RELATIVE PRICE SCORE LONG PORTFOLIOS - Our recent insight Japan: Most Overbought & Most Oversold - The Relative Price Score introduced our...
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Deep Value Names to Think About for Next Year....
Looking towards next year, we screened for names that are at or near their 8-year PBR low. We have not included names in the Financial Sector as...
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