reports
ZEON reduced its risk exposure resulting in an upgrade to Positive
ZEON (JP), a company active in the Speciality Chemicals industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 4 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Positive. As of the analysis date February 23, 2021, the closing price was JPY 1,654.0...
- Dave Nicoski
- Ross LaDuke
Int'l Insights: Bullish Developed Markets Stocks
Overweight Global Technology & Industrials The absence of breakdowns in both the US dollar (DXY) and the MSCI EAFE vs. EM ratio along with the positive correlation between the two allows us to continue sticking with EAFE over EM... see charts below. As long as the DXY's uptrend remains intact, we expect EAFE to continue outperforming EM. Below we highlight attractive and actionable themes within developed int'l markets: • Technology and Industrial Manufacturing. Technology and Industrials ...
VONN VONTOBEL HOLDING AG
AI AIR LIQUIDE SA
ALL ARISTOCRAT LEISURE LIMITED
BNP BNP PARIBAS SA CLASS A
TRI THOMSON REUTERS
BOO BOOHOO GROUP PLC
GLE SOCIETE GENERALE S.A. CLASS A
ATC ALTICE EUROPE NV CLASS A
NA NATIONAL BANK OF CANADA
EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DLG DIALOG SEMICONDUCTOR PLC
WIZZ WIZZ AIR HOLDINGS PLC
DAE DAETWYLER HOLDING AG
GEN GENMAB A/S
CGO. COGECO INC.
CSU. CONSTELLATION SOFTWARE INC.
ENGH ENGHOUSE SYSTEMS LTD.
CRG CRH PLC
KXS KINAXIS INC.
SAAB B SAAB AB CLASS B
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ZOT ZARDOYA OTIS S.A.
4704 TREND MICRO INCORPORATED
9449 GMO INTERNET INC.
8331 CHIBA BANK LTD.
8951 NIPPON BUILDING FUND INC.
4530 HISAMITSU PHARMACEUTICAL CO. INC.
6752 PANASONIC CORPORATION
4182 MITSUBISHI GAS CHEMICAL COMPANY INC.
3088 MATSUMOTOKIYOSHI HOLDINGS CO. LTD.
EDW EDP RENOVAVEIS SA
CON CONZZETA AG
7966 LINTEC CORPORATION
8096 KANEMATSU ELECTRONICS LTD.
2801 KIKKOMAN CORPORATION
6370 KURITA WATER INDUSTRIES LTD.
5333 NGK INSULATORS LTD.
6996 NICHICON CORPORATION
9759 NSD
6594 NIDEC CORPORATION
9432 NIPPON TELEGRAPH AND TELEPHONE CORPORATION
4205 ZEON CORPORATION
1802 OBAYASHI CORPORATION
8251 PARCO CO. LTD.
6963 ROHM CO. LTD.
ALSN ALSO HOLDING AG
2127 NIHON M&A CENTER INC.
2175 SMS CO. LTD.
AVV AVEVA GROUP PLC
3295 HULIC REIT INC.
BOSN BOSSARD HOLDING AG
VIFN VIFOR PHARMA AG
REY REPLY S.P.A.
TSEM TOWER SEMICONDUCTOR LTD
8919 KATITAS CO LTD
ENRG ENERGIX RENEWABLE ENERGIES
FORTY FORMULA SYSTEMS (1985) LTD.
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
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 ...
STERV STORA ENSO OYJ CLASS R
OMV OMV AG
BAS BASF SE
REP REPSOL SA
ELM ELEMENTIS PLC
VCT VICTREX PLC
IFP/A INTERNATIONAL FOREST PRODUCTS LTD. CL A
NDA AURUBIS AG
5482 AICHI STEEL CORP.
3407 ASAHI KASEI CORPORATION
5471 DAIDO STEEL CO. LTD.
5714 DOWA HOLDINGS CO. LTD.
4061 DENKA CO. LTD.
4182 MITSUBISHI GAS CHEMICAL COMPANY INC.
8097 SAN-AI OIL CO. LTD.
4188 MITSUBISHI CHEMICAL HOLDINGS CORPORATION
TATN TATNEFT PJSC
7966 LINTEC CORPORATION
4088 AIR WATER INC.
BSL BLUESCOPE STEEL LIMITED
4183 MITSUI CHEMICALS INC.
4205 ZEON CORPORATION
4203 SUMITOMO BAKELITE CO. LTD.
4208 UBE INDUSTRIES LTD.
5451 YODOGAWA STEEL WORKS LTD.
PETRONET PETRONET LNG LIMITED
02689 NINE DRAGONS PAPER HOLDINGS LTD.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
CGG CGG
- Dave Nicoski
- Ross LaDuke
Int'l Macro Vision: Sector Synopsis
After numerous trade war escalations and setbacks, it is easy to become resigned to the belief that there will be no end to the trade war. We have come to expect the unexpected when it comes to President Trump's tactics, so the best course of action may be to assume nothing. Last week's “Phase 1†US-China trade agreement is certainly a step in the right direction, and for now we are taking the truce at face value as a positive development while also knowing that the risk of setbacks/escalati...
6146 DISCO CORPORATION
1941 CHUDENKO CORP.
2345 ACCTON TECHNOLOGY CORP.
2802 AJINOMOTO CO. INC.
8572 ACOM CO. LTD.
7862 TOPPAN FORMS CO.
4739 ITOCHU TECHNO-SOLUTIONS CORPORATION
MRF MRF LIMITED
8593 MITSUBISHI UFJ LEASE & FINANCE COMPANY LIMITED
6702 FUJITSU LIMITED
4307 NOMURA RESEARCH INSTITUTE LTD.
8154 KAGA ELECTRONICS CO. LTD.
1959 KYUDENKO CORPORATION
3088 MATSUMOTOKIYOSHI HOLDINGS CO. LTD.
1942 KANDENKO CO. LTD.
2801 KIKKOMAN CORPORATION
6728 ULVAC INC.
6723 RENESAS ELECTRONICS CORPORATION
8056 NIHON UNISYS LTD.
4205 ZEON CORPORATION
6963 ROHM CO. LTD.
8068 RYOYO ELECTRO CORP.
1803 SHIMIZU CORPORATION
5110 SUMITOMO RUBBER INDUSTRIES LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
8035 TOKYO ELECTRON LTD.
7911 TOPPAN PRINTING CO. LTD.
6201 TOYOTA INDUSTRIES CORP.
7203 TOYOTA MOTOR CORP.
3391 TSURUHA HOLDINGS INC.
3231 NOMURA REAL ESTATE HOLDINGS INC.
3626 TIS INC.
7270 SUBARU CORP
RIB SOFTWARE SE
ASML ASML HOLDING NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The Must Read PSA Weekly Research Round-Up: Highlighting a report on A...
The PSA Japan Research Round-Up for the week ending February 23, 2018Contents at a GlanceThe Weekly Comment by Pelham Smithers: Pelham Smithers discusses how, while we aren’t yet at the point where underweighting Japan is proving costly, we are certainly at the point where it is a key subject of debate. Reports / Flash Notes Summaries 1. Apple iPhone Demand and Outlook ï¶ Company / Sector / Thematic Comments 1. eSports Emerging as a Significant Investment Theme 2. Sony (6758 JP): Jumanji Hits ...
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Feb 21: Exporters, casino plays, eSports plays do well / TOY...
Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Thao NguyenNikkei ¥21,970.81(+¥45.71/ +0.21%); Topix ¥1,761.61(-¥0.84 / -0.05%); ¥/$107.81Tags: Universal (6425 JP), Japan Cash Machine (6418 JP), Capcom (9697 JP), Konami (9766 JP), Nintendo (7974 JP), Nissha (7915 JP), Hodogaya (4112 JP), V Technology (7717 JP), Toyota (7203 JP), Zeon Corp (4205 JP), Apple (AAPL US), Daifuku (6383 JP), Yaskawa (6506 JP), SHI (6302 JP), CyberAgent (4751 JP) Main Points at a ...
9697 CAPCOM CO. LTD.
4751 CYBERAGENT INC.
6383 DAIFUKU CO. LTD.
7717 V-TECHNOLOGY CO. LTD.
4112 HODOGAYA CHEMICAL CO. LTD.
6418 JAPAN CASH MACHINE CO. LTD.
9766 KONAMI HOLDINGS CORP
7974 NINTENDO CO. LTD.
7915 NISSHA CO.LTD.
4205 ZEON CORPORATION
6302 SUMITOMO HEAVY INDUSTRIES LTD.
7203 TOYOTA MOTOR CORP.
6506 YASKAWA ELECTRIC CORPORATION
AAPL APPLE INC
- Pelham Smithers
PSA Technology / Materials: Apple iPhone Demand and Outlook
Apple iPhone Demand and OutlookTags: Apple (AAPL US), Hon Hai (2317 TT), Samsung Electronics (005930 KS), Japan Display (6740 JP), Nissha (7915 JP), Nitto Denko (6988 JP), Zeon Corp (4205 JP), Sumitomo Chemical (4005 JP)In the December quarter (2017) Apple (AAPL US) sold 77.3mil iPhones, which was down slightly on the 78.3mil sold a year earlier. This was below our expectation of 80mil units and we were probably mid-range (having been below consensus originally). However, ASPs came in higher tha...
- Joel Scheiman
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Weekly Research Round-Up (week ending Feb 16, 2018)
The PSA Japan Research Round-Up for the week ending February 16, 2018 Contents at a Glanceï¶ The Weekly Comment by Pelham Smithers: Surf’s up: Pelham Smithers considers whether we are starting to see a break in the link between the yen and the Japanese stock market.ï¶ Reports / Flash Notes Summaries 1. Mitsubishi Electric (6503 JP): FA and Infrastructure Upturn 2. Sony (6758 JP): FY17 Outlook and SoTP5ï¶ Company / Sector / Thematic Comments 1. Sony (6758 JP) Surprises, Irritates with Peter Ra...
9697 CAPCOM CO. LTD.
4755 RAKUTEN INC.
6367 DAIKIN INDUSTRIES LTD.
4506 SUMITOMO DAINIPPON PHARMA CO. LTD.
9684 SQUARE ENIX HOLDINGS CO. LTD.
6988 NITTO DENKO CORP.
2121 MIXI INC.
6740 JAPAN DISPLAY INC.
7779 CYBERDYNE INC.
4901 FUJIFILM HOLDINGS CORP
4217 HITACHI CHEMICAL COMPANY LTD.
3405 KURARAY CO. LTD.
6503 MITSUBISHI ELECTRIC CORP.
4183 MITSUI CHEMICALS INC.
6701 NEC CORP.
7915 NISSHA CO.LTD.
4205 ZEON CORPORATION
6268 NABTESCO CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
4004 SHOWA DENKO K.K.
6758 SONY CORPORATION
4005 SUMITOMO CHEMICAL CO. LTD.
4186 TOKYO OHKA KOGYO CO. LTD.
6502 TOSHIBA CORPORATION
3092 ZOZO INC.
6098 RECRUIT HOLDINGS CO. LTD.
- Joel Scheiman
- Julie Boote
- Thao Nguyen
- William Nestuk
PSA Today Feb 1: Wall Street reprieve, financials to the fore/Nihon M&...
PSA Today Feb 1: Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen Nikkei ¥23,486.11 (+¥387.82 / +1.68%); Topix ¥1,870.44 (+¥33.73 / +1.84%); ¥/$109.61Tags: Fujitsu (6702 JP), Fujifilm (4902 JP), Xerox Corp (XRX US), Nihon M&A Center (2127 JP), VW (VOW GR), BMW (BMW GR), Daimler (DAI GR), Zeon Corp(4205 JP), Sumitomo Chemical (4005 JP), IHI (7013 JP), Airbus (AIR FP), JFE (5411 JP), Hitachi Zosen (7004 JP), MHI (7011 JP), KHI (7012 JP), Start Today (3092 JP), Yam...
DAI DAIMLER AG
VOW VOLKSWAGEN AG
AIR AIRBUS SE
6702 FUJITSU LIMITED
4902 KONICA MINOLTA INC.
7004 HITACHI ZOSEN CORPORATION
7013 IHI CORPORATION
7012 KAWASAKI HEAVY INDUSTRIES LTD.
5411 JFE HOLDINGS INC.
7011 MITSUBISHI HEAVY INDUSTRIES LTD.
4205 ZEON CORPORATION
9984 SOFTBANK GROUP CORP.
4005 SUMITOMO CHEMICAL CO. LTD.
9064 YAMATO HOLDINGS CO. LTD.
2127 NIHON M&A CENTER INC.
3092 ZOZO INC.
LNNFF LINE CORP.
AAPL APPLE INC
AMZN AMAZON.COM INC.
XRXB34 XEROX HOLDINGS
Investment Bridge Announces Investment Opinion: Bridge Report on ZEON ...
TOKYO--(BUSINESS WIRE)-- Investment Bridge, one of Japan’s leading independent investor relations services companies, has released a “Bridge Report” on ZEON CORPORATION (TOKYO First section: 4205) reviewing its earnings results for the fiscal year March 2017 and estimates for the fiscal year March 2017. Report Highlights Sales declined by ¥8.0 billion year-on-year to ¥287.6 billion during fiscal year March 2017. While increases in sales of optical film for television applications and battery mater...
- Joel Scheiman
Zeon Corp (4205) and JSR (4185) FY17 Q1 Results Meetings Comments.....
Key Points Zeon Corp and JSR both reported better than expected results for FY17 Q1. However, the full-year guidance now looks conservative in both cases. Electronic materials performed well for both companies, but the direction of earnings for elastomers was surprisingly disparate. The following pages illustrate quarterly data for the two companies. Zeon’s shares rose 11.1% after its midday announcement on July 31st. FY17 Q1 OP growth (+37.7% YoY) was supported by strong demand for Zeono...
Ford Equity International Rating and Forecast Report
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...
Investment Bridge Announces Investment Opinion: Bridge Report on ZEON ...
TOKYO--(BUSINESS WIRE)-- Investment Bridge, one of Japan’s leading independent investor relations services companies, has released a “Bridge Report” on ZEON CORPORATION (TOKYO First section: 4205) reviewing its earnings results for the fiscal year March 2016 and estimates for the fiscal year March 2017. Report Highlights Sales declined by 3.9% year-on-year to JPY295.6 billion but operating income rose by 5.7% year-on-year to JPY29.9 billion during the fiscal year March 2016. Sales a...
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