Fujikura (5803 JP): Positioning & Potential Passive Buying
The increased market cap could lead to Fujikura being added to passive portfolios at the end of Nov. Positioning in the stock is larger than in...
676 Views
Mabuchi Motor (6592) - No Compelling Reason to Buy Here
Not much has changed from our meeting 3 months ago.Mabuchi Motor makes mid-sized and small motors for the automobile industry (75% of sales) and...
214 Views
Japan and the Financial Sector in Asia Highly Correlated to the US....
We looked at which regions in Asia are most correlated to the S&P500. Over the last 8 years, 42% of Japanese companies have greater than 30%...
662 Views
Companies that Are Chronic Cash Hoarders....
It is not just a Japan issue, a lot of US companies also hoard cash. Apple Inc (AAPL US) for instance has $67bn sitting on the balance sheet. I do...
610 Views
Mabuchi Motor (6592) All in the Price for Now.
Mabuchi Motor makes mid-sized and small motors for the automobile industry (75% of sales) and for the consumer electronics industry (25%). It has...
177 Views