MS-Japan June 2026 Rebalance: Post-Implementation Review
MSCI Japan June 2026 rebalance has passed the first post-implementation week. We review what worked, what did not, and how current results compare...
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🇯🇵 JAPAN • Results & Revisions 11/05 Tsumura, Sysmex, Terumo, Nintendo, MRE
• BEST & WORST • Thursday's best and worst pairing is herbal medicine specialist Tsumura (4540 JP) and our'Suga Short' recommendation Mitsui...
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🇯🇵 JAPAN • Stock Picking with 'Peak' EV/OP Multiples - Introducing EV/POP
"Beware of geeks bearing formulas." - Warren Buffett Enterprise Value multiples have become common parlance in the investment world, both...
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🇯🇵 JAPAN • Results & Revisions 5th August - Lasertec, Olympus, JAT, Sysmex, Honda, Sharp
•BEST & WORST 5th AUGUST • The 'best' and 'worst' from yesterday's large-cap announcements came fromSharp (6753 JP)and Japan Airport Terminal...
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🇯🇵 JAPAN - Stress Tests Part 4 - From Free Cash Flow to Change in Cash
FROM FREE CASH FLOW TO CHANGE IN CASH - In Parts 2 and 3 of this series, we covered Operating Cash Flow, Fixed Asset Cash Flow and Inventory Cash...
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