Japan Morning Connection: Markets Tumble on China/US Standoff and Outlook for Capital Spending
​Investors fleeing US assets and Trump's bill adding to fiscal imbalance causing yields to rise further. New lows unlikely for big tech/AI, today's...
521 Views
🇯🇵 JAPAN • March Company Relative Price Scores - Playing the Extremes
 • RELATIVE PRICE SCORE - COMPANIES • RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to...
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🇯🇵 JAPAN • March Sector & Peer Group Relative Price Scores -
• RELATIVE PRICE SCORE •RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to TOPIX...
487 Views
[Japan Activism?] Fuji Media (4676 JP) Buyback/Accretion Done, Now It's All About the Real Estate
Fuji Media HD did a bigly buyback this AM - 30% of TSO. Now it is about selling the real estate and cross-holdings and fixing media. It's cheap...
1.3k Views
Global-Ex-U.S. Equity Strategy: Add Exposure To Technology, Communications
We view weakness in global equity markets over the past week as correcting a significant amount of the excess optimism. We recommend taking...
713 Views