Primer: Nippon Gas (8174 JP) - Dec 2025
Premium Valuation Supported by Strong Shareholder Returns: Nippon Gas trades at a significant valuation premium to its domestic utility peers,...
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Japan Fintech - Google Push into Mobile Payments Could Raise Competitive Intensity
Google is considering an acquisition that would allow it to compete directly in JP mobile payments. It lacks a direct consumer business but Android...
358 Views
Japan: Most Overbought and Oversold - Relative Price Score Update - Companies
RELATIVE PRICE SCORE - The Relative Price Score (RPS) measures stock price performance relative to TOPIX and is calculated by comparing the current...
595 Views
Japan : Q2 Sector & Company Performance Review
DOMESTIC DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ - The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
390 Views
Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
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