'Quantamental' Japan Specialist, LightStream Research

Campbell Gunn

'Quantamental' Japan Specialist

ja research

ja research is an independent research platform focused exclusively on Japanese equities. Leveraging data and graphic analysis provided by Japan Analytics, we provide insights on small and medium-sized companies that have been ignored by the sell-side as well as challenging conventional wisdom on larger companies. We also offer analyst and corporate access, the latter with translation if required. 

Thematic (Sector/Industry)

DOUBLE-DIGIT YOY GROWTH BUT RISING COSTS A CONCERN- 27% of Japanese listed companies reported earnings results last week. In aggregate, the group saw year-on-year trailing-twelve-month (TTM) growth in revenue and operating income of 10.7% and 19.0%, respectively.  The quarter-on-quarter growth rates are, however, showing a declining trend. TTM quarter-on-quarter revenue growth for this group has slowed from 3.4% in the quarter but last to 2.2% and operating income growth has declined from 8.0%…

DOUBLE-DIGIT YOY GROWTH BUT RISING COSTS A CONCERN- 27% of Japanese listed companies reported earnings results last week. In aggregate, the group saw year-on-year trailing-twelve-month (TTM) growth in revenue and operating income of 10.7% and 19.0%, respectively.  The quarter-on-quarter growth rates are, however, showing a declining trend. TTM quarter-on-quarter revenue growth for this group has slowed from 3.4% in the quarter but last to 2.2% and operating income growth has declined from 8.0%…

Japan: Results & Revisions Update - Slowing Momentum Confirmed

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Price and relative strength trends continue to improve for our international equal-weight Health Care Sector. We recommend adding exposure, and provide charts on numerous actionable stocks across global markets. We also highlight actionable stocks within Materials, beyond metals &amp; mining stocks, that are outperforming.

Price and relative strength trends continue to improve for our international equal-weight Health Care Sector. We recommend adding exposure, and provide charts on numerous actionable stocks across global markets. We also highlight actionable stocks within Materials, beyond metals &amp; mining stocks, that are outperforming. 

Global Strategy: Opportunities in Health Care & Materials Stocks

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<ul><li>Waning Chinese demand for nappies hits overall growth rate</li><li>Demographic changes shaping market performance</li><li>Adult incontinence drives share gains</li><li>Health and beauty specialists and internet retailing increase share</li><li>Adult incontinence to overtake nappies/diapers/pants</li></ul>

Waning Chinese demand for nappies hits overall growth rateDemographic changes shaping market performanceAdult incontinence drives share gainsHealth and beauty specialists and internet retailing increase shareAdult incontinence to overtake nappies/diapers/pants

Sector Briefing: Tissue and Hygiene in Japan (Market Summary) - Part 1

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcast<div>We have made a USD bull case from JPY 100 or 95 if we broke below 100 with a bull pivot above USD/JPY 101 which was triggered Friday. The bigger test revolves around USD sustainability above 101 and a successful test on the lower 101 pullback zone followed by a move through the second hurdle at 102.70. MT pivot resistance lies at 104 (macro bull targets come in at 110 and 114 with ideal objective at 114/117 in…</div>

Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke below 100 with a bull pivot above USD/JPY 101 which was triggered Friday. The bigger test revolves around USD sustainability above 101 and a successful test on the lower 101 pullback zone followed by a move through the second hurdle at 102.70. MT pivot resistance lies at 104 (macro bull targets come in at 110 and 114 with ideal objective at 114/117 in…

USD/JPY Macro Low and Fresh Position Webcast

Japan

Oji Holdings Corp manufactures paper, pulp, and processed paper goods, including news print, carbonless paper, wrapping and packaging paper, and paperboard. The Company also produces sanitary paper goods such as disposable diapers. Oji Paper has forests in Japan and overseas, and operates forestry, timber sales, and real estate businesses.

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Oji Holdings (3861 JP)

Japan: Results & Revisions Update - Slowing Momentum Confirmed

DOUBLE-DIGIT YOY GROWTH BUT RISING COSTS A CONCERN- 27% of Japanese listed companies reported earnings results last week. In aggregate, the group...

Campbell Gunn

Global Strategy: Opportunities in Health Care & Materials Stocks

Price and relative strength trends continue to improve for our international equal-weight Health Care Sector.We recommend adding exposure, and...

Vermilion Research

Sector Briefing: Tissue and Hygiene in Japan (Market Summary) - Part 1

Waning Chinese demand for nappies hits overall growth rate Demographic changes shaping market performance Adult incontinence drives share...

Euromonitor International Ltd.

USD/JPY Macro Low and Fresh Position Webcast

Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...

Thomas Schroeder

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