Shorting NOF (4403) Just Now Is Probably a Very Bad Idea
​Japan's defense budget increase may boost NOF's ammunition business, but production limits and slow capacity expansion could hinder profit growth....
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Curator's Cut: Japan's Defense Drive, Asia's Vision Opportunities & US Diagnostics Picks
​Curator's Cut highlights Japan's defense ambitions, Asia's eyewear evolution, and US diagnostics' advancements. Share your thoughts on future...
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Long-Overdue Consolidation in Japanese Chemicals Drives Growth & Mispricing
​Consolidation in Japan's chemicals industry leading to fewer companies, higher profitability, and potential for growth in undervalued outliers...
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Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
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🇯🇵 JAPAN • March Company Relative Price Scores - Playing the Extremes
 • RELATIVE PRICE SCORE - COMPANIES • RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to...
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