July Is All About Momentum and Definitely Not About Value....
As the top 5 factors in July are technical signals, clearly names up from April to June continue to go up in July. The strongest factor is the...
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Sector Capsule: Video Games in Taiwan
Headlines Current value sales grow by 8% in 2016 to reach TWD31.5 billion More consumers, omni-channel marketing, mobile devices and retailing fuel...
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High Beta Names Do Not Do Well in June....
We went and backtested the seasonality of the different factors and found that names with a high Beta to TOPIX tend to underperform in June. As you...
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Japan Earnings - Thumbnail Preview of Those Reporting Early
This week sees the start of Japan’s earnings season with Yaskawa Electric Corp (6506 JP) reporting on 20th and Tokyo Steel Mfg Co Ltd (5423 JP)...
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Analyst Viewpoint on Consumer Finance : Japan
The analyst viewpoint series features interviews with analysts from several of the 46 markets covered in Euromonitor’s Consumer Finance research...
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