Japan Emerging as Leadership; Actionable Themes: Japan and Defensives
Despite the intact downtrend on Japan's TOPIX, relative strength is reversing topside a 4.5-year downtrend; this tells us Japan is emerging as...
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Sticking With Cyclical Value and Defensives; Adding Large-Cap Japan Technology
Sticking With Cyclical Value & Defensives; Adding Large-Cap Japan Technology. 2-3 week bounce has likely run its course with $TOPIX $Nikkei 225,...
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🇯🇵 JAPAN • Results & Revisions Update 02/10 - Rinnai, INPEX, Toyota, Nippon Paint
Of Wednesday's 477 results announcements, 70% scored positively for earnings momentum despite trailing revenues falling by 2.1% on average and a...
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🇯🇵 Japan • Every Shareholder Left Behind - The Book Value Per Share Metric
EQUITY-DRIVEN - Japans
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🇯🇵 JAPAN - Stress Tests Part 3 - Inventory, Fixed Asset & Free Cash Flows
FROM OPERATING TO FINANCING CASH FLOWS - Having examined Operating Cash Flow in our previous Insight, we shall look into the 'stressors' between...
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