Large-Cap Names that Have Gotten a Lot More Volatile Recently....
We screened for large-cap names in Japan that have recently seen a spike in volatility. We calculated Beta over the last 6 months and compared it...
382 Views
Sony (6758) How Good, Really, Was Its "Blow-Out" June Quarter?
Sometime around 2003, Sony started generating "exceptionals" and it hasn't stopped since. Whether it is writedowns on business closures, write-offs...
312 Views
Is M3 Now Forced to Use Its 30x EV/OP Multiple and M&A to Maintain Its 20+% OP Growth Rate?
As noted by Pelham Smithers Associates, M3 Inc (2413 JP) trades at roughly 32x EV/OP based on its recently released guidance for FY03/2018 or about...
403 Views
Valuations May Prove Key As Early Japanese Results Highlight Sell-Side Optimism
Although it isn't necessarily the case that the earlier a Japanese company reports its earnings, the better run it is, there's no real surprise...
421 Views
Japanese Names that Should Easily Beat FY1 Consensus OP and Names that Will Have a Hard Time...
Earning Season in Japan starts next week and we wanted to highlight names that need very strong 4Q numbers to get to consensus estimates and names...
339 Views