Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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Delta Dunia Makmur - Boys from the Blackstuff - On the Ground in J -Town
A meeting with the management of Delta Dunia Makmur Tbk Pt (DOID IJ) revealed a company with an expanding customer base of increasing quality,...
333 Views
The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
1.8k Views
3Q Should Be In-Line, 4Q Should Beat but We Believe There Is a Few % Downside Risk Tomorrow
Following blowout numbers from HCM yesterday, both HCM and Komatsu are trading up today in a weak market. HCM is up 5.9% after being up as much as...
283 Views
HCM Vs. Komatsu: Regional Momentum Comparison and Valuations
HCM and Komatsu both released stellar 2Q numbers, upgrading earnings guidance as both companies benefitted from sizable acquisitions completed...
362 Views