reports
- Joel Scheiman
7741 HOYA CORPORATION
6988 NITTO DENKO CORP.
5233 TAIHEIYO CEMENT CORPORATION
4901 FUJIFILM HOLDINGS CORP
5411 JFE HOLDINGS INC.
7915 NISSHA CO.LTD.
4063 SHIN-ETSU CHEMICAL CO LTD
4004 SHOWA DENKO K.K.
5232 SUMITOMO OSAKA CEMENT CO. LTD.
6762 TDK CORPORATION
4042 TOSOH CORPORATION
4980 DEXERIALS
41850 JSR CORPORATION
41180 KANEKA
- Pelham Smithers
PSA Strategy: Japan Market Strategy for FY22 Q2
The Japanese stock market is in an interesting phase where the Bank of Japan is supporting the bond market rather than the stock market. While this phase lasts, the dollar should remain above ¥120/$ and perhaps strengthen further against the yen. This report looks at what this phase might mean for the Japanese stock market as a whole, and for stock selection. The PSA Focus List has also been updated.
6770 ALPS ALPINE CO. LTD.
3407 ASAHI KASEI CORPORATION
4751 CYBERAGENT INC.
9684 SQUARE ENIX HOLDINGS CO. LTD.
4307 NOMURA RESEARCH INSTITUTE LTD.
4324 DENTSU GROUP INC.
6728 ULVAC INC.
6981 MURATA MANUFACTURING CO. LTD.
6723 RENESAS ELECTRONICS CORPORATION
6902 DENSO CORPORATION
7915 NISSHA CO.LTD.
7201 NISSAN MOTOR CO. LTD.
6268 NABTESCO CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
6762 TDK CORPORATION
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
7261 MAZDA MOTOR CORP.
7203 TOYOTA MOTOR CORP.
3436 SUMCO CORPORATION
3659 NEXON CO. LTD.
6098 RECRUIT HOLDINGS CO. LTD.
7270 SUBARU CORP
4503 ASTELLAS PHARMA INC.
6506 YASKAWA ELECTRIC CORPORATION
4980 DEXERIALS
68900 FERROTEC CORPORATION
41850 JSR CORPORATION
4385 MERCARI INC.
78320 BANDAI NAMCO
TSE:4477 BASE CO.
3491 JT LTD.
4478 JT GA TECHNOLOGIES
3394 JT FREEE KK
6967 JT MONEY FOWARD
7383 SHINKO ELECTRIC (6967 JT)
4259 JT NET PROTECTIONS HLDGS INC
TSE: 2980 EXAWIZARDS INC
SRE HOLDINGS CORP
- Joel Scheiman
PSA Chemicals: Dexerials (4980 JP) – Earnings Disappoint, But Anti-R...
Dexerials (4980 JP) has become another casualty of weak smartphone markets and the gap between guidance and consensus widened further for FY18. Joel Scheiman notes that not all the news is bad and valuations do not appear excessive.
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