New FY1 PEs Could Be Even Lower Given Strong YTD Numbers in Japan......
We all know that Analysts rarely put a lot of effort into FY2 numbers until close to the end of FY1. If you did not know that please contact me I...
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Low Japanese PE Names Due to EPS Growth....
While low PE names are good, low PE names with growth are better. We screened for names with FY1 PE below 13x that have grown EPS in the last 3...
359 Views
Minimal Impact From Larger Credit Loss on Toshiba; Maintaining FVE for Major Japanese Banks
On Jan. 19, Toshiba Corp (6502 JP) reported that it will likely book a combined noncash charge of up to JPY 700 billion, mainly for goodwill...
866 Views
Markets Expected to Lower Poverty Rate the Most by 2030
Euromonitor International’s Wealth and Income distribution model looks at 50 markets through a measure of income and accumulated wealth. Our model...
294 Views
Why Hold Japan, Part II: Comparative Valuation Among G7 Economies
"Why Hold Japan?" is a question that recurs among foreign investors, now the greatest cohort of investors in Japanese stocks. Â The question tends...
330 Views