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 (JP), a company active in the Industrial Suppliers industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 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 8, 2022, the closing price was JPY 3,967.00 and ...
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....
Buy Japanese diversified industrials Despite the recent global selloff in equities, Japan's TOPIX and Nikkei 225 remain above their respective ~1,670 and ~22,000-22,500 support levels. As long as these levels continue to hold we view recent weakness as a buying opportunity. Our international Group MF-05 Japanese Diversified Industrials is particularly attractive and actionable... see chart below. In this report we focus on six stocks with the best setups in the Group: Mitsubishi Corporation (8...
Our outlook remains neutral - bordering on cautious - on the MSCI ACWI ex-U.S. index (local currency) on an absolute basis with horizontal support continuing to hold for now. Our concern stems from the recent pattern of lower highs and continued underperformance relative to MSCI ACWI - remain underweight... see chart below. • Bullish developments in Japan. We have been fairly downbeat recently on Japan given the TOPIX's descending triangle pattern and underperformance relative to the MSCI ACW...
Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman Nikkei ¥21,724.47 (-¥343.77 / -1.56%); Topix ¥1,740.20 (-¥28.04 / -1.59%); ¥/$106.84 Tags: Takeuchi Mfg (6432 JP), Daifuku (6383 JP), Daikin (6367 JP), Start Today (3092 JP), iStyle (3660 JP), Spotify (pvt.), Sony (6758), Apple (AAPL US), Google (GOOGL US), ABC, CBS (CBS US), Fox (FOX US), NBC, Bosch, GS Yuasa (6674 JP), Mitsubishi Corp. (8058 JP), SEEO, Mitsubishi Motors (7211 JP), Nissan (7201 JP), Panasonic (6752 JP),...
Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk Nikkei ¥21,925.10 -¥224.11/ -1.01%); Topix ¥1,762.45(-¥12.70 / -0.72%); ¥/$106.84 Tags: Nissha (7915 JP), Hodogaya (4112 JP), Ulvac (6728 JP), Chugai Pharmaceutical (4519 JP), Tokyo Steel (5423), Fujitsu (6702 JP), Japan Cash Machine (6418 JP), Universal Entertainment (6425 JP), Sony (6758 JP), Checker Cab, Daiwa Motor Transportation (9082 JP), Uber, Daiichi Koutsu Sangyo (9035 JP), Alphabet (GOOG US), Apple (AAPL US), Mit...
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...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.