π―π΅ JAPAN β’ The Post-COVID Rotation from Growth to Value Begins + 02/05 Results & Revisions Update
THE 2021 ROTATION BEGINS -Β For most of the last year, the Japanese equity market has been led by overvalued and overbought high-quality growth...
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π―π΅ JAPAN β’ Results & Revisions ββββββββββββββββββββββββββββββ01/ββββββββββββ28 JPX, TEL, Fancl...
69% of companies had improved Results Scores, and 68% of annual revisions scored positively.Β Only 10% of companies posted quarterly losses.
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Convenience Stores: Diversification and a Fight for Share as Familymart Delists
If you are looking for a full in-depth review and analysis of Japan's convenience stores sector and how things will shape up now that Familymart is...
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A Quick Look at the Buffet Trade and the Most Obvious Follow-Ons
Last week it was revealed that Warren Buffet had taken stakes of about 5% in Japanβs five major trading companies. This comes at a time when the...
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π―π΅ JAPAN β’ 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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