We set out to produce research that is detailed, in depth and long term. We aim to illustrate where a company is going and how it is trying to get there, providing opinion and interpretation alongside the raw data.
Our reports include:
- 2 year forward earnings forecasts.
- Company history, including its ability to forecast earnings accurately.
- Financial metrics.
- Analysis of market dynamics as relate to specific divisions and products.
- An assessment of management and management strategy.
Our research products include:
Company Report – a detailed analysis of the fundamentals of a business including its earnings outlook, competitive environment, financials and valuations.
In Brief – a short update summarising company specific developments that may impact stock prices.
Storm in the News – a compendium of news items, both in Japan and elsewhere, and accompanying assessment of their potential implications, for portfolio stocks and otherwise.
We also produce thematic reports and screenings, as well as bespoke projects by client request.
Currently research is distributed via email and aggregated platforms, including Bloomberg, Thomson Reuters, Factset and S&P Capital IQ.
If you would like a free trial of our research please get in touch.
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