Forwarded from sh
Japan Strategy | Near-term uncertainty
Japan Strategy - Continued near-term domestic political uncertainty likely. The inconclusive result of the 27 October Lower House election is likely to create a period of near-term political uncertainty for Japan-focused investors. When added to other outstanding concerns, such as the outcome of the upcoming US presidential election, as well as rising geopolitical tensions in the Middle East, the near-term outlook looks somewhat muted. We therefore reiterate the relatively cautious and defensive near-term stance that we presented in August and October. We see the positive impact of improving shareholder returns (expected during the upcoming 1H results season) to be largely offset by these risk factors. We focus our implementation ideas on 3 areas that could see relative out-performance in the near-term. These are: 1) a liquid high-quality screen; 2) a share buyback candidate screen; and 3) a weak yen beneficiaries basket. Bruce Kirk
Japan Strategy - Continued near-term domestic political uncertainty likely. The inconclusive result of the 27 October Lower House election is likely to create a period of near-term political uncertainty for Japan-focused investors. When added to other outstanding concerns, such as the outcome of the upcoming US presidential election, as well as rising geopolitical tensions in the Middle East, the near-term outlook looks somewhat muted. We therefore reiterate the relatively cautious and defensive near-term stance that we presented in August and October. We see the positive impact of improving shareholder returns (expected during the upcoming 1H results season) to be largely offset by these risk factors. We focus our implementation ideas on 3 areas that could see relative out-performance in the near-term. These are: 1) a liquid high-quality screen; 2) a share buyback candidate screen; and 3) a weak yen beneficiaries basket. Bruce Kirk
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Forwarded from AWAKE - 실시간 주식 공시 정리채널
2024.10.29 15:13:06
기업명: 주성엔지니어링(시가총액: 1조 4,086억)
보고서명: 주요사항보고서(자기주식취득신탁계약체결결정)
계약금액 : 500억
시총대비 : 3.91%
계약목적 : 주주가치 증대 및 주가 안정
체결기관 : 유진투자증권(Eugene Investment & Securities Co.,Ltd.)
시작일자 : 2024-10-29
종료일자 : 2025-04-29
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20241029000189
회사정보: https://finance.naver.com/item/main.nhn?code=036930
기업명: 주성엔지니어링(시가총액: 1조 4,086억)
보고서명: 주요사항보고서(자기주식취득신탁계약체결결정)
계약금액 : 500억
시총대비 : 3.91%
계약목적 : 주주가치 증대 및 주가 안정
체결기관 : 유진투자증권(Eugene Investment & Securities Co.,Ltd.)
시작일자 : 2024-10-29
종료일자 : 2025-04-29
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20241029000189
회사정보: https://finance.naver.com/item/main.nhn?code=036930