Nexteer (1316): Recent Innovation and Focus on EV
Nexteer's recent innovation has proven its focus in the EV industry following the first factory in China in 2019 as a sign to participate in the...
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Taking Stock of the Almost Excessive Alpha Generation From TOPIX-Nikkei Skew Trades
Since the 17th of March we have published several notes regarding skews in performance between names that have heavy weights in TOPIX vs. those...
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THKĀ (6481 JP): Close to No-Growth Valuation at the Bottom of the Cycle.
THK's share price has outperformed those of its domestic competitors in the market forĀ linear motion guides - most likely because of THK's higher...
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šÆšµ JAPAN ā¢ Summer Results & Revision Scores - Large Caps
INTRODUCTION - Following on from our previous Insights covering the Market Composite, Sector and Peer Group Aggregate Results and Results &...
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Nsk (6471) Conditions Have Deteriorated Significantly but Given Valuations, This Is Now in the Price
Over the last 12 months, these shares have been a dreadful performer (as have the other ball bearing makers), both in absolute terms (-36%) and on...
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