Sumitomo Chemical (4005): Up Is Down
Sumitomo's share price dropped 5% on new guidance that was 40% higher than consensus. That's exactly as crazy as it sounds.
Shin-Etsu (4063) - Too High, Too Fast
Company posted 5th consecutive earnings miss, but the stock has outperformed Topix by 22% in the past year. Hope does not spring eternal. Consensus...
Sumitomo Chemical (4005): Potential Posterchild of Japan's Resurgence
If you are buying Japanese stocks because of a belief in the turnaround in corporate governance, Sumitomo Chemical has the potential to become the...
Yamaha (7951): Making Waves Again
Company has cut 10% of its workforce and demand for most of its products growing rapidly. Stock is 30% under-valued in our view.
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