'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. 

Equity Bottom-Up

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/124/595/original/2020-03-25_07-40-02.png?1585089632" class="editor-image img-responsive" data-smartkarma-image-id="124595"></figure><div class="content-caption">Source • Japan Analytics</div><p><strong>EARLY WARNINGS</strong> - This Insight is the first is a series of posts that will provide a 'real-time' update of the damage to corporate Japan's revenues and profits from the unfolding Covid-19 recession.  Most Japanese companies provide forecasts for the current fiscal year, which are usually updated together with their quarterly earnings announcements. 'Irregular' updates have to be made where there substantial deviations from the previously released forecasts. Unsurprisingly, these are now coming thick and fast. These updates will cover the changes announced in the previous 24 hours with some brief commentary and charts fro both companies and their 'Peer Groups'.  We hope this provides some grounding in the new reality we are living in. </p>

Source • Japan AnalyticsEARLY WARNINGS - This Insight is the first is a series of posts that will provide a 'real-time' update of the damage to corporate Japan's revenues and profits from the unfolding Covid-19 recession.  Most Japanese companies provide forecasts for the current fiscal year, which are usually updated together with their quarterly earnings announcements. 'Irregular' updates have to be made where there substantial deviations from the previously released forecasts. Unsurprisingly, these are now coming thick and fast. These updates will cover the changes announced in the previous 24 hours with some brief commentary and charts fro both companies and their 'Peer Groups'.  We hope this provides some grounding in the new reality we are living in. 

🇯🇵 JAPAN • Revisions Early Warning System 24th March

Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Thematic (Sector/Industry)

<p>We all know that Japan has tried to give the impression that they are improving corporate governance. However, when you start to dig into the numbers you see that it is basically just window dressing. We looked at the ages of the Independent Directors and they are not young.... Most should be gardening somewhere in Shizuoka.  </p>

We all know that Japan has tried to give the impression that they are improving corporate governance. However, when you start to dig into the numbers you see that it is basically just window dressing. We looked at the ages of the Independent Directors and they are not young.... Most should be gardening somewhere in Shizuoka.  

Independent Director Is a Great Way to Supplement Retirement in Japan....

Japan

PIA CORPORATION provides event ticketing services in Japan.  The Company sells tickets for concerts, sporting contests, and other events of entertainment value through telephone operators, mobile phone services, and a network of ticket stores.  Pia also operates in entertainment publishing and information distribution services.

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Pia Corp (4337 JP)

🇯🇵 JAPAN • Revisions Early Warning System 24th March

EARLY WARNINGS - This Insight is the first is a series of posts that will provide a 'real-time' update of the damage to corporate Japan's revenues...

Campbell Gunn

Independent Director Is a Great Way to Supplement Retirement in Japan....

We all know that Japan has tried to give the impression that they are improving corporate governance. However, when you start to dig into the...

Custom Products Group

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52-week Range

Market Cap (USDm)

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