Most Popular / Unpopular Japanese Names in November...
15 Japanese names had 2 or more upgrades in November. Fast Retailing Co Ltd (9983 JP) is the largest name by mkt-cap to make the list and it had 3...
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Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidanceĀ when they annouceĀ 1H...
492 Views
Oil Joins 'Surprise' Resource Rally, as Japan Looks Past Abe Eraā¦
The non-consensus end Q2 growth into value switch focused on short MSCI tech versus long 50:50 mining and energy position is now almost 6%...
388 Views
JPX Margin Trading Weekly (Apr 24th): Kioxia, SoftBank, Lasertec, Nintendo, Disco, Sumitomo Pharma
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), SoftBank (9984 JP), Lasertec (6920 JP),...
235 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...
649 Views