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Nihon Equity Research

Thursday, March 20, 2008. Japanese Stocks Look Cheap Compared with U.S. Land. In the past few weeks we've seen more and more articles predicting the continued downturn of the US economy and housing market. A particularly useful set of graphs was published in Business Week. The second of which illustrates the sharp jump in housing prices in the past few years. Prices of California homes went up 167% in the past 10 years, and in the past year have only dropped less than 10%:. The Japanese stock market was ...

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Thursday, March 20, 2008. Japanese Stocks Look Cheap Compared with U.S. Land. In the past few weeks we've seen more and more articles predicting the continued downturn of the US economy and housing market. A particularly useful set of graphs was published in Business Week. The second of which illustrates the sharp jump in housing prices in the past few years. Prices of California homes went up 167% in the past 10 years, and in the past year have only dropped less than 10%:. The Japanese stock market was ...

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Nihon Equity Research | schneiderjapanesebusinessnews.blogspot.com Reviews

https://schneiderjapanesebusinessnews.blogspot.com

Thursday, March 20, 2008. Japanese Stocks Look Cheap Compared with U.S. Land. In the past few weeks we've seen more and more articles predicting the continued downturn of the US economy and housing market. A particularly useful set of graphs was published in Business Week. The second of which illustrates the sharp jump in housing prices in the past few years. Prices of California homes went up 167% in the past 10 years, and in the past year have only dropped less than 10%:. The Japanese stock market was ...

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schneiderjapanesebusinessnews.blogspot.com

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Nihon Equity Research: December 2006

http://schneiderjapanesebusinessnews.blogspot.com/2006_12_01_archive.html

Friday, December 15, 2006. Tankan Survey Buoys Spirits. The latest Tankan Survey. Posted by Bob at 9:54 AM. Thursday, December 07, 2006. Is a Shrinking Population a. An intriguingly contrarian take on Japan's declining population is attracting much attention. In a recent article in Bloomberg. Columnist William Pesek discusses a report from Sharmila Whelan of CLSA Asia-Pacific Markets. Pesek writes:. Still, it's encouraging to get a more optimistic view of Japan's prospects, and Whelan's contrarian view (...

2

Nihon Equity Research

http://schneiderjapanesebusinessnews.blogspot.com/2008/01/opportunity-in-japan-car-navigation.html

Wednesday, January 16, 2008. Opportunity in Japanese Car Navigation? Japanese makers are notably absent from this race in the U.S. While many companies, including Fujitsu, Pioneer, Sony, and Panasonic, offer PNDs in Japan, we don't see any of these names in the U.S. market. What happened? Japanese makers are usually good at marketing these clever small devices. And the car navigation market in Japan was at least several years ahead of that in the U.S. Posted by Bob at 7:00 AM. Mitsukoshi and Isetan Depar...

3

Nihon Equity Research

http://schneiderjapanesebusinessnews.blogspot.com/2007/06/rule-revisions-to-support-tokyos-bid-as.html

Tuesday, June 05, 2007. Rule Revisions to Support Tokyo's Bid as Financial Center. In our May newsletter, we discussed Tokyo's move to reclaim its place as one of the world's great financial centers. Yesterday a government panel made recommendations. For achieving that goal. Among the steps that may be taken:. 1) Creating an exchange that offers a wider range of products, including stocks, derivatives, and commodities;. No doubt some moves will need to be made to compete with regional centers like Hong.

4

Nihon Equity Research

http://schneiderjapanesebusinessnews.blogspot.com/2008/01/is-higher-oil-fully-reflected-in.html

Monday, January 07, 2008. Is Higher Oil Fully Reflected in Japanese Utility Stock Prices? In recent weeks the yen has rebounded nicely against the dollar, moving from a high of 124 this past summer to the recent low of 107. Some observers say the yen carry trade has almost unwound and the yen has peaked. Others predict that, with continuing mortgage woes in the US, the yen is slated to move under 100. 145 million, the overall impact from higher oil prices would still be substantial. Japanese Firms to Ben...

5

Nihon Equity Research: May 2006

http://schneiderjapanesebusinessnews.blogspot.com/2006_05_01_archive.html

Wednesday, May 31, 2006. Nihon Seimitsu Up Sharply on Strong Expectations. Posted by Bob at 2:01 PM. Anything Vodka Can Do, Shochu Can Do Better. May 31, 2006). Posted by Bob at 1:24 PM. A Gently Warming Sun. This upbeat Forbes article. Posted by Bob at 10:52 AM. Japanese Stocks Look Cheap Compared with U.S. Land. Analysts Debate Sharp Rise in 4Q GDP Japans GDP i. Opportunity in Japanese Car Navigation? Is Higher Oil Fully Reflected in Japanese Utility . The Self-Inflicted Wounds of the Japanese Economy .

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schneiderjapanesebusinessnews.blogspot.com

Nihon Equity Research

Thursday, March 20, 2008. Japanese Stocks Look Cheap Compared with U.S. Land. In the past few weeks we've seen more and more articles predicting the continued downturn of the US economy and housing market. A particularly useful set of graphs was published in Business Week. The second of which illustrates the sharp jump in housing prices in the past few years. Prices of California homes went up 167% in the past 10 years, and in the past year have only dropped less than 10%:. The Japanese stock market was ...

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