🇯🇵 JAPAN • IT’S A WRAP - Summer 2020 Results & Revisions Review
BRUTAL - The summer earnings 'season' reflected the broadening impact of COVID-19 on the Japanese and world economies, however, in terms of profit...
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🇯🇵 JAPAN • Results & Revisions 14th August - Damn the Torpedoes
DAMP THE TORPEDOES - After four additional days of results and revisions announcements, our aggregate trailing and forecast profit data are mainly...
360 Views
🇯🇵 JAPAN - Stress Tests Part 1 - Altman Z-Scores
STRESS TESTS - This Insight is the first in a series that will use a variety of standard and less-frequently used 'stress-tests' to look through...
733 Views
Nippon Paint (4612) Vs Kansai Paint (4613): Gap to Last
Nippon Paint Holdings (4612 JP) has outperformed Kansai Paint (4613 JP) despite trading in the same sector by a wide margin, mainly due to the...
2k Views
Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
456 Views