Global Equity Strategy: Guarded Optimism
Global equities (MSCI ACWI) are decisively breaking above 1-month resistance on US-China trade war optimism, incrementally improving the technical...
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Japan: Scoring Results & Revisions Summer 2018 - Top and Bottom Companies + Long & Short Portfolios
INTRODUCTION - The second, and final part of our Results and Forecast/Revision Scores review for Summer 2018 will look at the leading and lagging...
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Japan: Results and Revisions Update - Aggregate TTM Net Income Exceeds 2019 Full-Year Forecast
SEVEN UP QUARTERS - With 95% of this quarters' results now announced, Japanese listed company's earnings per share has now risen for seven straight...
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OLC Ltd (4661 JP): Multiples Pose More Of A Danger To Tokyo Disney Resort Than Heatwave & Typhoons
Established in 1960, the Oriental Land (4661 JP) began as a developer of reclaimed land. One of the company’s main projects involved reclaiming...
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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...
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