Monthly Archives: August 2019

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Aug 30

2019-09-06T12:15:22+00:00

Highlights this week: REPORTS: Investment Opportunities from Japan’s Dearth of Unicorns; Nissan (7201 JT) in Crisis; INDUSTRY INSIGHTS: Sacrificing cows for cars; China takes first steps to support auto market; MACRO: Contradictory Economic Data; Plus 16 COMPANY INSIGHTS

Aug 302019-09-06T12:15:22+00:00

Aug 23

2019-08-30T12:58:35+00:00

Highlights this week: REPORTS: DAIFUKU (6383 JT): FPD Dilemma; Why are Video Games Stocks Doing So Well?; MARKET: Foreigners continue to sell Japanese equities; STRATEGY: “Growth” returns with a vengeance; Plus 13 COMPANY & INDUSTRY INSIGHTS

Aug 232019-08-30T12:58:35+00:00

Aug 16

2019-08-23T13:27:06+00:00

Highlights this week: COMPANY INSIGHTS: How competitive are SAMSUNG’S sensors; PANASONIC'S new debt problem; RICOH: where next?; GM, VW drop hybrids in the US – Toyota continues to expand; STRATEGY: Oversold / underbought FY19 stocks in attractive business areas; Plus 12 additional COMPANY & INDUSTRY INSIGHTS

Aug 162019-08-23T13:27:06+00:00

Aug 09

2019-08-16T12:15:20+00:00

Highlights this week: REPORTS: Japan Market Strategy in Hellish Conditions; DENSO (6902 JT): Turning the Corner; STRATEGY: Japan’s “Winners Market” INDUSTRY INSIGHTS: Business erosion broadens in materials; Plus 23 COMPANY INSIGHTS

Aug 092019-08-16T12:15:20+00:00

Aug 02

2019-08-09T12:20:23+00:00

Highlights this week: REPORTS: Fujifilm (4901 JT): Explaining What Underlies the Rerating / US Auto Sales in July: Mixed Performance for Japan’s Assemblers; MACRO & STRATEGY: Worrisome industrial production numbers; Abe Era “S&P Outperformers” in Topix 100; Plus 31 INDUSTRY & COMPANY INSIGHTS

Aug 022019-08-09T12:20:23+00:00