Monthly Archives: October 2019

Home/Posts/2019/October

Oct 25

2019-11-01T13:34:33+00:00

Highlights this week: REPORTS: Softbank Group (9984 JT): WeWork Acquisition – Comdex on Steroids?; Takeda (4502 JT), Biogen (BIIB US) & Aducanumab – Long Study Data Reveals Efficacy; Fanuc (6954 JT) FY19 Q2 Preview - Robotics Should Offset Weak FA; RESULTS: Tokyo Steel, Chugai, Shin-Etsu, Sumitomo Chem & CyberAgent; MISCELLANEOUS: Tokyo Steel (5423 JT) Produces FY19 Q2 OP Growth of 9% YoY Plus 21 COMPANY & INSIGHTS

Oct 252019-11-01T13:34:33+00:00

Oct 18

2019-10-25T12:04:39+00:00

Highlights this week: REPORTS: Sony (6758 JT): PS5 and the Future of Console Gaming; MACRO: China economy on the mend?; MISCELLANEOUS: MonotaRO (3064 JT): Highest Daily Sales Yet / Comparison with Misumi (9962 JT); Kitanotatsujin (2930 JT): 2Q OP +67%; Plus 16 INDUSTRY & COMPANY INSIGHTS

Oct 182019-10-25T12:04:39+00:00

Oct 11

2019-10-18T12:09:48+00:00

Highlights this week: REPORTS: Recruit Holdings (6098 JT): Unique company deserving a premium valuation; KH Neochem (4189 JT): Set to recover strongly from FY20 H2; MACRO: Wage situation improvement; Growing disparity between current and expected view of Japan’s economy; September housing orders show little tax impact; STRATEGY: Reading through from Market’s Response to Yaskawa Numbers; Plus 18 INDUSTRY & COMPANY INSIGHTS

Oct 112019-10-18T12:09:48+00:00