🇯🇵 JAPAN • Summer Results & Revision Scores - Large Caps
INTRODUCTION - Following on from our previous Insights covering the Market Composite, Sector and Peer Group Aggregate Results and Results &...
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THK (6481 JP): YoY Orders Comparisons Starting to Improve
New orders appear to be bottoming out, but at less than 60% of sales, and the order backlog could be gone within six months. Orders remain weak...
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THK (6481 JP): Dropping Toward Support
THK's share price has been volatile, dropping from an all-time high of ¥4,830 in February 2018 to ¥1,926 in January 2019, rebounding to ¥3,090 in...
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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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Global Bottoming Process Continues; Remain Overweight China
The MSCI ACWI and ACWI ex-US have managed to break above their respective 200-day moving averages, and are now bumping up against overhead...
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