Report
Dave Nicoski ...
  • Ross LaDuke
EUR 235.08 For Business Accounts Only

Insights: Bullish Japanese Electronics Stocks

Amid the turmoil, buy opportunities in Japanese consumer electronics: Sony, Nintendo, FUJIFILM, and Zenrin

Along with the reset of the world's equity markets, Japan's TOPIX and Nikkei 225
have pulled back to their previous breakouts. While we are is still likely to see
continued volatility and backing and filling, the current pullback within Japan's TOPIX
and Nikkei 225 indexes is offering an opportunity to add exposure to attractive
constituents... see charts below. Consumer electronics manufacturers are particularly
attractive. Today we direct your attention to four stocks with the best setups in the
group: Sony (6758-JP), Nintendo (7974-JP), FUJIFILM (4901-JP), and Zenrin (9474-
JP). Add exposure.
Underlyings
FUJIFILM Holdings Corp

FUJIFILM Holdings is a holding company engaged in the manufacture and sale of imaging information products. Co.'s principal businesses are divided into three segments: imagining solution, information solution and document solution. Co.'s principal products and services are color films, digital cameras "FinePix," photofinishing equipment, color paper, as well as chemicals and services for photofinishing; equipment and materials for medical systems and life sciences, equipment and materials for graphic arts, flat panel display materials, recording media and optical devices; office copy machines/MFPs, printers, as well as production systems and services.

Nintendo Co. Ltd.

Nintendo is mainly engaged in the development, manufacture, and sale of home-use game hardware/software and peripheral equipment as well as software under the name of "Nintendo DS," "Nintendo 3DS," "Game Boy," "Nintendo 64,"" Game Boy Advance," "Wii," "Nintendo GameCube," "Game Boy Color" and "e-Reader (trading card games)." Co.'s principal software trademarks include "Pokemon," "Super Mario Bros.," "The Legend of Zelda," "STARFOX64" and others. Co. also provides online games and repair services. In addition, Co. is involved in the manufacture and sale of Japanese playing cards called "Karuta," playing cards and board games, as well as the management of intellectual property rights.

Sony Corporation

Sony is engaged in the development, design, production, manufacture, offer and sale of various kinds of electronic equipment, instruments and devices for consumer, professional and industrial markets such as network services, game hardware and software, televisions, audio and video recorders and players, still and video cameras, mobile phones, and semiconductors. Co. is engaged in the development, production, manufacture, and distribution of recorded music and the management and licensing of the words and music of songs as well as the production and distribution of animation titles. Co. is also engaged in the production, acquisition and distribution of motion pictures and television.

Zenrin Co. Ltd.

Zenrin is mainly engaged in the production and sale of maps and map databases. The Map Database segment is engaged in the production and sale of printed residential maps, residential map databases, special-purpose maps (land information maps, public utilities maps, store location maps and commercial zones), 3D digital map software, map software for car navigation systems and online digital map and related services for PCs, smartphones and in-car navigation systems. The General Printing segment is engaged in the commercial printing. Co. is also engaged in the provision of digital signage services, as well as direct mail outsourcing and other direct marketing services.

Provider
Vermilion Research
Vermilion Research

Vermilion Research delivers timely, actionable, and unique research inputs to professional investors. Our research strategists highlight securities which we believe are at major inflection points, based on our various proprietary technical indicators, and offer asymmetric risk/return profiles. We believe our research methodology, which is not limited by industry sector or market capitalization, enables us to deliver superior investment recommendations.

Our process begins by organizing all actively traded stocks into coherent sectors, then into logical industry groups. We then apply our proprietary relative strength tools to identify developing price trends. Once attractive trends are identified within a selected sectors or groups, we screen for individual stocks which we believe offer the best risk/reward profile. Vermilion offers U.S. and global equity market research products. Vermilion’s research team, which has received numerous awards and accolades, has a combined 70 year of experience in the analysis of investment securities.

Analysts
Dave Nicoski

Ross LaDuke

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