JPX Nikkei 400 Rebalance - 2019 Edition Done
The JPX Nikkei 400 Rebalances are, from announcement to end, rarely an interesting event. I was not bullish the Adds vs Deletes performance this...
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MS-Japan Index Earning Revision (May): Mitsubishi, Takeda Pharmaceutical, Mitsubishi UFJ Financial
We analyzed MS-Japan's consensus for May 2026 and highlighted changes of EPS in Mitsubishi, Takeda Pharmaceutical, Mitsubishi UFJ Financial, Orix,...
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Japan Pharma - Top Picks
While Gni Group Ltd (2160 JP) is our high risk-high return pick, Mitsubishi Tanabe Pharma (4508 JP) is a contrarian call in anticipation of value...
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2Q Earnings Is the Time for Full-Year Guidance Revisions. See Who Changed Their Numbers the Most....
At the beginning of the fiscal year, Japanese companies issue full-year guidance. Most of them will then revise those number when they announce 2Q...
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