Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Thematic (Sector/Industry)

<p>With a good portion of Japanese companies having already announced 1H results, we looked at the names that are well positioned for the second half. Names that could potentially beat full-year estimates. We basically screened for names that have already achieved greater than 60% of full-year consensus OP estimates and have also increased full-year Company OP guidance in the last month. </p><h2>Screen Criteria</h2><ol>
<li>Mkt-cap above ¥50bn</li>
<li>Fiscal year ending on March 31</li>
<li>Greater than 60% of full-year OP consensus is…</li>
</ol>

With a good portion of Japanese companies having already announced 1H results, we looked at the names that are well positioned for the second half. Names that could potentially beat full-year estimates. We basically screened for names that have already achieved greater than 60% of full-year consensus OP estimates and have also increased full-year Company OP guidance in the last month. Screen Criteria
Mkt-cap above ¥50bn
Fiscal year ending on March 31
Greater than 60% of full-year OP consensus is…


Names Potentially Well Positioned to Beat Year-End Estimates

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<p><a href="https://www.smartkarma.com/entities/3308" target="_blank" data-smartkarma-citation="entities:3308:1">Yusen Logistics Co Ltd (9370 JP)</a>, which is the domestic and international air freight forwarding, sea freight scheduling agency, trucking, logistics, warehousing, and brokerage clearing business for <a href="https://www.smartkarma.com/entities/12285" target="_blank" data-smartkarma-citation="entities:12285:1">Nippon Yusen Kk (9101 JP)</a> group, today announced half year <a href="http://v4.eir-parts.net/v4Contents/View.aspx?cat=tdnet&amp;sid=1524243" target="_blank">results</a> (<a href="http://v4.eir-parts.net/v4Contents/View.aspx?cat=tdnet&amp;sid=1524261" target="_blank">presentation</a> (J only)) where revenue was a bit better in H1, and the full-year forecast was upgraded, but OP and Net underperformed the forecast for H1 and full-year forecasts were downgraded. </p><p><strong>Then the parent company, which owns</strong>…</p>

Yusen Logistics Co Ltd (9370 JP), which is the domestic and international air freight forwarding, sea freight scheduling agency, trucking, logistics, warehousing, and brokerage clearing business for Nippon Yusen Kk (9101 JP) group, today announced half year results (presentation (J only)) where revenue was a bit better in H1, and the full-year forecast was upgraded, but OP and Net underperformed the forecast for H1 and full-year forecasts were downgraded. Then the parent company, which owns…

Japan

Yusen Logistics Co.,Ltd. provides both domestic and international air freight forwarding,international sea scheduled transportation, van truckload, logistics, warehousing, and clearing brokerage services in North America, Europe, and the Pacific Rim. Through its subsidiaries, the Company also operates travel agencies.

Yusen Logistics (9370 JP)

Names Potentially Well Positioned to Beat Year-End Estimates

With a good portion of Japanese companies having already announced 1H results, we looked at the names that are well positioned for the second half....

Custom Products Group

Yusen Logistics - Tender Offer By Parent

Yusen Logistics Co Ltd (9370 JP), which is the domestic and international air freight forwarding, sea freight scheduling agency, trucking,...

Travis Lundy