Biggest Moves in Consensus and Best Performers After 1H Announcements in Japan....
With 1H Earnings Season basically done, we went back and screened for names with the largest changes in consensus estimates after results were...
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Nikkei Mushroom Part 2 - Buy Back Levels
We have liked Japan since 2016 with a base long from Nikkei 17,000 and the fresh buy call at 21,020 with the bet that this breakout would force a...
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21 Things Worth Knowing (#14)
In this issue:Machine Learning as a moat, Mexico's lack of debt problem, JD.com surprising Q3, CIMB loses customer data, Jardine complicates...
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Softbank's US Strategy Shifts Again as Consolidation Spurned and Sprint Retained.
Softbank (9984 JP) had a great run until very recently. Its stake in Alibaba (BABA US) continues to rise in value, the market has forgiven ARM for...
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KDDI 's Slow and Steady Approach Is Delivering Rising Returns
KDDI (9433 JP) recently reported 2Q17/18 results ahead of NSR forecasts and in line with consensus expectations. Revenue was in line but...
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