At the beginning of every year we publish our PSA Perspective, a report intended as a long shelf-life look at the year ahead. This year Pelham Smithers discusses Japan's economy, the outlook for the stock market, and some stand-out themes and developments for the year. These include the digital yen and the demise of live action entertainment in Japan. We also update our noted PSA Focus List of stocks. Table of Contents Overview 3 Background: 4 Japan’s Economic Outlook 5 Ja...
The general evaluation of MITSUBISHI CHEM (JP), a company active in the Speciality Chemicals industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 2 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date March 25, 2022, the closing price was JPY 846.20 ...
Although the Japanese economy, politics and stock market seem to be where they were this time last year, there is a seismic shift going on in the way the Japanese stock market behaves that could make investing in Japan in 2022 quite different to previous years. We look at how and why this shift has taken place and what it means for investing in Japan in the coming year.
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Chinese Indexes Headed Higher Global equities (MSCI ACWI, ACWI ex-US, and EAFE) remain bullish with their uptrends intact, and the MSCI Emerging Markets index continues to hold above major support at $52 on the EEM-US. Additionally, Europe's STOXX 50 and Hong Kong's Hang Seng are on the cusp of short-term breakouts, while the major indexes in China (Shanghai Composite & CSI 300) are currently breaking above short-term resistance... see chart below. Considering the absence of breakdowns and the ...
The Pause that Refreshes? We continue to believe the weight of the evidence points to a new leg higher for global equities, a viewpoint that is supported by the several international markets that are breaking out to new highs or making bullish inflections since our previous Int'l Compass (10/31/19). While developments continue to lean bullish, global equities have rallied substantially since the start of October, making it perfectly reasonable to expect some consolidation of recent gains which ...
Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen Nikkei ¥22,389.86 (+¥236.23 / +1.07%); Topix ¥1,790.34(+¥15.53 / +0.88%); ¥/$106.89 Tags: Inpex (1605 JP), Apple (AAPL US), Nidec (6594 JP),TDK (6762 JP), Taiyo Yuden (6976 JP), Yaskawa (6506 JP), Wacom (6727 JP), Anritsu (6754 JP), Nextgen (3842 JP), Howa Machinery (6203 JP), Ishikawa Seisakusho (6208 JP), SoftBank (9984 JP), Rakuten (4755 JP), DoCoMo (9437 JP), KDDi (9433 JP), Yahoo Japan (4689 JP), Start T...
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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