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.

Equity Bottom-Up

<p>We all know that Analysts rarely put a lot of effort into FY2 numbers until close to the end of FY1. If you did not know that please contact me I can prove it. So if strong 3Q and YTD numbers influence the "new" FY1 EPS forecast how will that translate into FY1 PE and which names should we be looking at.</p><p>We make the assumption that recent strong earnings numbers translate into a 15% increase in the current place-holder FY2 estimate. We then screened on the following criteria to identify names…</p>

We all know that Analysts rarely put a lot of effort into FY2 numbers until close to the end of FY1. If you did not know that please contact me I can prove it. So if strong 3Q and YTD numbers influence the "new" FY1 EPS forecast how will that translate into FY1 PE and which names should we be looking at.We make the assumption that recent strong earnings numbers translate into a 15% increase in the current place-holder FY2 estimate. We then screened on the following criteria to identify names…

New FY1 PEs Could Be Even Lower Given Strong YTD Numbers in Japan......

Honda Motor

New FY1 PEs Could Be Even Lower Given Strong YTD Numbers in Japan......