In today’s briefing:
- Good Morning Japan | Holiday Blues – More of the Same
- Portfolios Built Based on Innovation Score by Datamining Technical Publications
Good Morning Japan | Holiday Blues – More of the Same
- Good Morning Japan: We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in Japan. FOLLOW US to keep abreast
- OVERSEAS. Equity markets consoldiate – with strong Technical support ahead of holidays; Mometum over Beta/Growth; Defensives lead; Oil market confusion; Disney mgmt coup
- JAPAN. Quiet Start; Yen weaker at ¥142/USD; Ahead of holiday’s tomorrow(and US Thanksgiving), expect low volumes and little px movement; Buffet bullish Japanese Traders; Broker initiations on Kajima(BUY); Shimizu(SELL)
Portfolios Built Based on Innovation Score by Datamining Technical Publications
- We built a large cap, a mid cap and a small cap portfolio of twenty stocks each. The constituents are based on how technical publications score and rank their innovations
- Only algo driven scores were considered to pick the stocks. Metrics like sales and profit growth, cashflow, leverage, returns, margins, valuations, estimates, news flow, price momentum were NOT considered
- The portfolios are market cap weighted. We avoided including the mega caps Apple, Microsoft, Amazon and Google, due to the significant skew their weights will have on the portfolio
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