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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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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π―π΅ JAPAN β’ Results & Revisions 31st July - Takeda, Yamato/SG, Seria, FP, Keyence, Dai-Ichi Sankyo
CORRECTION - The last day of July saw the TOPIX index fall by 2.8% to reach a new two-month low, 8.2% below the closing high of June 8th. A...
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Japanese Activism: Playing Behind Closed Doors
The Corona virus was an effective muzzle on activist demands this year. It also gave companies a convenient excuse to curtail investor...
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