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 guidance when they annouce 1H...
492 Views
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 ÂĄ50bn already announcing 1Q results, we looked back to see how companies did. If we look at the...
574 Views
August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
735 Views
Sector Capsule: Video Games in Taiwan
Headlines Current value sales grow by 8% in 2016 to reach TWD31.5 billion More consumers, omni-channel marketing, mobile devices and retailing fuel...
326 Views
Japan Looms, Vietnam Waits, Macau Recovers, the Philippines Grow: Is Korea a Sleeper or Fast Asleep?
Asia has become the global hot spot of the exponential growth of casino gaming. !7 out of 18 Korea casinos ban locals. Will initiatives by...
270 Views