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)

Yesterday we had 9 names expected to announced results soon move on strong volume. Only 1 of the names had any news behind the move. <a href="https://www.smartkarma.com/entities/3735" target="_blank" data-smartkarma-citation="entities:3735:1">Seiko Holdings Corp (8050 JP)</a> was up 3% on strong volume as its subsidiary announced new batteries.All the other names did not have news. On the positive side, <a href="https://www.smartkarma.com/entities/11990" target="_blank" data-smartkarma-citation="entities:11990:1">Tocalo Co Ltd (3433 JP)</a> was up 3%, <a href="https://www.smartkarma.com/entities/8053" target="_blank" data-smartkarma-citation="entities:8053:1">Century Tokyo Leasing Corp (8439 JP)</a> was up 2% and <a href="https://www.smartkarma.com/entities/16039" target="_blank" data-smartkarma-citation="entities:16039:1">Itochu Enex Co Ltd (8133 JP)</a> was up 1%.On the other side, <a href="https://www.smartkarma.com/entities/14533" target="_blank" data-smartkarma-citation="entities:14533:1">Kagome Co Ltd (2811 JP)</a> was down 2% and <a href="https://www.smartkarma.com/entities/8339" target="_blank" data-smartkarma-citation="entities:8339:1">T Gaia Corp (3738 JP)</a>…

Yesterday we had 9 names expected to announced results soon move on strong volume. Only 1 of the names had any news behind the move. Seiko Holdings Corp (8050 JP) was up 3% on strong volume as its subsidiary announced new batteries.All the other names did not have news. On the positive side, Tocalo Co Ltd (3433 JP) was up 3%, Century Tokyo Leasing Corp (8439 JP) was up 2% and Itochu Enex Co Ltd (8133 JP) was up 1%.On the other side, Kagome Co Ltd (2811 JP) was down 2% and T Gaia Corp (3738 JP)…

Earnings Leakage Report - 9 Names Moved on Strong Volume and Only 1 Had News Behind the Move....

High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names with a high Retail Investor presence and Quality names do well in August. <figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/030/331/original/1.png?1500926681" class="editor-image img-responsive" data-smartkarma-image-id="30331"></figure><div class="content-caption">Source: Custom Products</div>While historically high dividend yield names have done well in August, last year was an exception. Dividend yield names really did not do well in August last year. Aside from Quality and Retail Investor names, short-term momentum is the only other factor…

High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names with a high Retail Investor presence and Quality names do well in August. Source: Custom ProductsWhile historically high dividend yield names have done well in August, last year was an exception. Dividend yield names really did not do well in August last year. Aside from Quality and Retail Investor names, short-term momentum is the only other factor…

August Is All About Quality and Momentum and Definitely Not About Beta....

Fintech, Real-time Big-Data Analytics Provider, Nowcast, Inc.

Ryota Hayashi

Fintech, Real-time Big-Data Analytics Provider

Nowcast, Inc.

We at Nowcast develop "Big-Data Economic Analytics Platforms".  We aim to revolutionize the financial markets by providing "accurate" and "real-time" analytics based on economic indicators and corporate activity data procured worldwide. 

Our Main Services

(1) Real-time Analytics
With our Nikkei CPI Now Index at our core, we provide real time analytics of global economic indicators such as POS Data. By utilizing Big-Data technology, we also provide real-time analytics of micro level data such as corporate earnings. 

(2) Big-Data Application Consulting
We too provide business consultation and conduct joint research on initiatives that strive to use data, such as from the operation capacity of construction machinery to number of passengers on railroad trains, as economic indicators. We provide continuous support to Data Scientists specialized in economics in their proposal stage, product development and up till its business development. 

(3) Monetary Policy Insights
With the proactive involvement of and support from from academicians in macroeconomics & key figures in the financial industry, we produce reports, conduct seminars and meetings that discuss about the forecast of financial markets, provide intellectual suggestions on asset allocation, etc. 

Macroeconomics

<ul class="ember-tether-target ember-tether-element-attached-top ember-tether-element-attached-left ember-tether-target-attached-top ember-tether-target-attached-right"><li>"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.</li><li>Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.</li><li>This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.</li></ul>

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.

December 2016 Review of Current Developments in Japan's Economy

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good one for equities in general, it should be good for defensive stocks, because these are the most bond-like of equities and the switch almost defines a fixed income bull market. Japan may not have been particularly high growth or high interest rate in 2000, but it was certainly higher growth and higher interest rate than today, and it is no surprise that defensive sectors like foods (+210% relative to Topix since 1999) and pharmaceuticals (+160%) have done very well over this time. The question, now, is whether this is set to continue, or whether we might have hit a turning point.

While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good one for equities in general, it should be good for defensive stocks, because these are the most bond-like of equities and the switch almost defines a fixed income bull market. Japan may not have been particularly high growth or high interest rate in 2000, but it was certainly higher growth and higher interest rate than today, and it is no surprise that defensive sectors like foods (+210% relative to Topix since 1999) and pharmaceuticals (+160%) have done very well over this time.  The question, now, is whether this is set to continue, or whether we might have hit a turning point.

Founder and CEO, Europacifica Consulting

Naomi Fink

Founder and CEO

Europacifica Consulting

As <a href="https://www.smartkarma.com/insights/boj-the-80-trillion-yen-question" target="_blank">forecast by Europacifica</a>, BOJ offered symbolic (modest) easing today.- Though it left overnight rates at -0.1%, the BOJ increased its <a href="https://www.boj.or.jp/en/announcements/release_2016/k160729a.pdf" target="_blank">ETF purchases</a> from JPY3.3trn to JPY6trn by a 7-2 majority vote.  - As anticipated, the BOJ refrained from extreme policies such as unlimited monetisation of government debt ("helicopter money").  - The BOJ also declined to further distort the measure of inflation expectations encapsulated in the JGBi market, or to pressure liquidity further by increasing the…

As forecast by Europacifica, BOJ offered symbolic (modest) easing today.- Though it left overnight rates at -0.1%, the BOJ increased its ETF purchases from JPY3.3trn to JPY6trn by a 7-2 majority vote.  - As anticipated, the BOJ refrained from extreme policies such as unlimited monetisation of government debt ("helicopter money").  - The BOJ also declined to further distort the measure of inflation expectations encapsulated in the JGBi market, or to pressure liquidity further by increasing the…

BOJ Outcome: Symbolic Stimulus (As We Predicted)

Japan

KAGOME CO., LTD. produces processed tomato foods including pasta sauces, pizza sauces, salsa sauces, steak sauces, soups, and hamburger sauces.  The Company also produces drinks including fruit juices, vegetable juices, and canned tea.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Kagome Co Ltd (2811 JP)

Earnings Leakage Report - 9 Names Moved on Strong Volume and Only 1 Had News Behind the Move....

Yesterday we had 9 names expected to announced results soon move on strong volume. Only 1 of the names had any news behind the move. Seiko Holdings...

Custom Products Group

August Is All About Quality and Momentum and Definitely Not About Beta....

High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...

Custom Products Group

December 2016 Review of Current Developments in Japan's Economy

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data”...

Nowcast, Inc.

Death Rattle for Defensives?

While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...

Pelham Smithers Associates

BOJ Outcome: Symbolic Stimulus (As We Predicted)

As forecast by Europacifica, BOJ offered symbolic (modest) easing today.- Though it left overnight rates at -0.1%, the BOJ increased its ETF...

Naomi Fink

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)