Shibaura Machine – A Response
This is to address some of the points raised by Travis Lundy in Toshiba Machine - Taking the Other Side. While we agree with Shibaura Machine...
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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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Okuma (6103 JP): Focus on Operational Efficiency and Market Penetration
Company’s 1QFY18 Results Okuma Corp (6103 JP)’s revenue increased to JPY48.7bn (+32% YoY) and OP improved sharply to JPY5.9bn (from JPY3.3bn in...
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Japan: Results & Revisions Update - Slowing Momentum Confirmed
DOUBLE-DIGIT YOY GROWTH BUT RISING COSTSÂ A CONCERN- 27% of Japanese listed companies reported earnings results last week. In aggregate, the group...
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Makino Milling (6135 JP): Significant Domestic Profit Recovery Drives Best 1Q Since GFC
Makino’s 1QFY18 Results Surprise to Upside Makino’s revenue increased by 33%YoY to JPY42,480m and OP improved sharply to JPY3,239m (from JPY197m in...
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