Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
731 Views
Renesas: 2Q Results and Valuation Reasonable but Future Upside Surprises May Be Limited
Renesas Electronics Corp (6723 JP) is down just over 1% following 2Q results which were reasonably strong adjusted for the impact of amortisation...
264 Views
Yasunaga Limit Up on Earnings Upgrade, Unique Li-Ion Tech Could Completely Transform Company
On 19 Sep Yasunaga Corp (7271 JP) upgraded its guidance for the 1HFY03/18 by 128.6% and for FY03/18 by 62.2% at the OP line. The stock was limit up...
335 Views
A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
339 Views
Electrification and Autonomous Trends Reshaping Auto Industry…
Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and...
559 Views