Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidanceĀ when they annouceĀ 1H...
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Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last weekā¢ Although ASX remains within its 3-month...
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Names with Too Much "Other" On the Balance Sheet....
As I have mentioned before, a long time ago I worked at Panasonic in their IR department. One day when I was bored, I went to the Accounting...
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1Q Results a Good Start in Japan - 133 Names Achieved More than 30% of Full-Year OP Guidance....
With approx. 90% of names with mkt-cap above Ā„50bn already announcing 1Q results, we looked back to see how companies did. If we look at the...
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Which Names in Japan Were Upgraded / Downgraded in Front of 1Q Earnings - Toyota Made the List....
We screened for company that had 2 or more upgrades / downgrades in the last 2 weeks. One name that stood out is Toyota Motor Corp (7203 JP)....
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