Last Week In Event SPACE: Yamada/Edion, Atlas Arteria, Kawasaki Kisen Kaisha/KLINE, MGM China
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
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2Q Earnings Is the Time for Full-Year Guidance Revisions. See Who Changed Their Numbers the Most....
At the beginning of the fiscal year, Japanese companies issue full-year guidance. Most of them will then revise those number when they announce 2Q...
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Japan: Scoring Results & Revisions Summer 2018 - Top and Bottom Companies + Long & Short Portfolios
INTRODUCTION - The second, and final part of our Results and Forecast/Revision Scores review for Summer 2018 will look at the leading and lagging...
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What the Market May Be Missing About Trump's Trade "Strategy" With China
Trump is a bit of a conundrum. With his propensity to take to twitter to respond to minor slights it might be tempting to consider him a person who...
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Unseasonal Downtrend to Hurt Bulk Shipping in 4QFY18
The Baltic Dry Index (BDI) which factors in rates for Capesize, Panamax and Supramax vessels is showing a slightly different seasonal trend...
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