Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Thematic (Sector/Industry)

<p>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 they always seem to dominate the low PBR screen. Please let me know if you would like to see the screen with Financial names.</p><p>The largest name that made the screen is <a href="https://www.smartkarma.com/entities/72" target="_blank" data-smartkarma-citation="entities:72:1">Nissan Motor Co Ltd (7201 JP)</a> with a 0.8x PBR. Its PBR is just 6% above the 8-year low. At the end of September this year, <a href="https://www.smartkarma.com/entities/73" target="_blank" data-smartkarma-citation="entities:73:1">Toyota Motor Corp (7203 JP)</a>'s PBR was around its 5-year low and…</p>

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 they always seem to dominate the low PBR screen. Please let me know if you would like to see the screen with Financial names.The largest name that made the screen is Nissan Motor Co Ltd (7201 JP) with a 0.8x PBR. Its PBR is just 6% above the 8-year low. At the end of September this year, Toyota Motor Corp (7203 JP)'s PBR was around its 5-year low and…

Deep Value Names to Think About for Next Year....

<p>We screened for lesser known names (2 or fewer Analysts with coverage) in Japan that rebounded in September. Some of the larger names by mkt-cap that rebounded were <a href="https://www.smartkarma.com/entities/18346" target="_blank" data-smartkarma-citation="entities:18346:1">Nipro Corp (8086 JP)</a>, <a href="https://www.smartkarma.com/entities/11909" target="_blank" data-smartkarma-citation="entities:11909:1">Mitsubishi Logistics Corp (9301 JP)</a> and <a href="https://www.smartkarma.com/entities/18567" target="_blank" data-smartkarma-citation="entities:18567:1">Nissin Electric Co Ltd (6641 JP)</a>. We identified the rebounds using RSI or Relative Strength Index, which compares gains and losses over a specific period. </p><h2>Screen Criteria</h2><ol>
<li>Mkt-cap is greater than ¥50bn and there are only 2 or fewer Analyst with coverage</li>
<li>Current RSI (1 month)…</li>
</ol>

We screened for lesser known names (2 or fewer Analysts with coverage) in Japan that rebounded in September. Some of the larger names by mkt-cap that rebounded were Nipro Corp (8086 JP), Mitsubishi Logistics Corp (9301 JP) and Nissin Electric Co Ltd (6641 JP). We identified the rebounds using RSI or Relative Strength Index, which compares gains and losses over a specific period. Screen Criteria
Mkt-cap is greater than ¥50bn and there are only 2 or fewer Analyst with coverage
Current RSI (1 month)…


Lesser Known Names that Rebounded in September....

Japan

Kadokawa Corporation operates as a publishing company. The Company provides books publication, magazines publication, and other services. Kadokawa also operates video making, network entertainment designing, and other businesses.

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Kadokawa (9468 JP)

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...

Custom Products Group

Lesser Known Names that Rebounded in September....

We screened for lesser known names (2 or fewer Analysts with coverage) in Japan that rebounded in September. Some of the larger names by mkt-cap...

Custom Products Group

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52-week Range

Market Cap (USDm)

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