🇯🇵 Japan • Spring Large Cap Results & Revision Scores
SPRING RESULTS & REVISION SCORES - Better late than never, we Detail below lists the top and bottom-ranked companies measured by their Results...
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SMC (6273 JP): Getting in Line with Reality
The contraction of SMC's business accelerated in 4Q of FY Mar-19, with sales down 12.7% and operating profit down 18.9% year-on-year. Shipments to...
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Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
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Cracking the Keyence Conundrum
Keyence Corp (6861 JP) has long been a standout within the Japanese machinery sector for its exceptional margins, with only Fanuc Corp (6954...
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SMC (6273 JP): Profit Decline Accelerates
Downturns in the semiconductor, auto and other user industries have caught up with SMC. Sales were down 4.0% year-on-year in the three months to...
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