JI-Asia Independent Pan Asian Equity Research

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Recent news

7/06/13Ji ASIA is pleased to announce that Colin Bradbury has joined the firm as an Associate Research Partner (Strategy) to develop the unique SC NET and JI Mid-Cap product. Formerly Head of Research at Samsung Securities in Hong Kong, and more recently Head of Research and Regional Equity Strategist at Daiwa Securities, Colin has over 20 years’ experience in the Japanese and Asia-Ex markets. Colin will be developing a thematic overlay product with a strong bottom-up, stock-focused bias, combining baskets of stocks and a model portfolio to bring supply chain or country-specific opportunities to investors on a timely basis. The aim is to generate strong absolute performance for JI clients, either through direct ownership of small cap ideas or via enhanced supply chain signals for larger capitalisation JI coverage stocks. With these changes the research infrastructure will be in place to sweep a wide range of Asian small caps for potential winners and follow breakout stocks from mid to large cap on an uninterrupted coverage basis, bolstered by macro and global insights from our Alliance Partner Societe Generale’s award winning team. About SC NET SC NET is Ji ASIA’s unique network of outsourced analysts which already generates more than 350 small cap visits a year in Japan, Hong Kong, Taiwan and China. Korea is being added from Q3 2013, and India is likely to follow from January 2014, with a target of over 500 small cap visits a year, making it the most extensive small cap product in Asia. SC NET is managed by SC NET Coordinators Kazue Yanagisawa (JI Japan) and Tay Her Lim (JI Hong Kong). Both are building rated coverage universes of 25 names each in the mid cap space; often picking stocks which have been identified via the Small Cap / Supply Chain Network. Korea mid cap coverage is also being added this quarter, with the aim of rated coverage of 75 mid cap growth stocks on a Pan Asian basis, by the end of 2014. This is in addition to the Pan Asian large cap coverage of 150 Japanese and Asia-Ex names, and the target of 500 SC NET visits per annum.
3/06/13Ji ASIA is pleased to announce that Sho “Jeff” Fukuhara has joined our Tokyo research team, to cover the Machinery sector on a Pan Asian basis. Jeffrey is trilingual in Mandarin, Japanese and English and has covered the sector for nearly five years, most recently at Merrill Lynch. Jeffrey has an MBA from the USC Marshall School of Business as well as a Masters in Engineering from the Tokyo Institute of Technology and a BsC in Engineering from the National Taiwan University. Tony Moyer will continue to cover the machinery sector, using his considerable experience now to focus entirely on Japan's wide-ranging and interesting small/mid-cap machinery industry, which we believe should benefit significantly from Japan's reflation. Ji ASIA now has its highest ever research headcount as it continues to strengthen its coverage of both Japan and Asia-ex. At its core 17 senior analysts support Ji ASIA's research service, of whom 13 cover Japan on either a Pan Asian or Japan only basis. A majority of our analyst team remain based in Tokyo and we continue to service our longstanding client relationships to the best of our ability with a unique blend of local and regional analysis. Ji ASIA is looking to further build its team in Japan only equity research, with an emphasis on under-covered mid cap names, and we have increased the budget for the Ji Small Cap Network (SC NET) by 50% in 2013 to allow for a further 75 Japan small cap visit notes, selected either by the Small Cap Team or by bespoke request from Platinum ranked clients. We have entered an exciting new phase for the ‘SG-JI’ Alliance and we aim to continue developing our service to clients based on research experience, intimate knowledge of our markets, and innovative ideas. Sam Thawley Neil Juggins Co-Heads, Pan Asia Sector Research Ji ASIA
31/05/13 The SGJI Pan Asian Conference 2013 takes place in London next Tuesday June 4th at the Crown Plaza Hotel in the City. 123 Client to Corporate Contacts booked with 15 Corporates attending from Japan and Asia-Ex. 7 NDRs booked across UK and Europe. 5 JI sector analysts in town with 59 meetings arranged. Please speak to London Sales +44 207 469 6111 if you wish to participate.
13/05/13Ji ASIA Q1 results highlights. Q1 GBP total revenue +5.5% YoY. Commission revenue up 39% YoY. Net Profit for the quarter was GBP 123,000 (full year estimate GBP 100,000). Full Year forecasts unchanged at this point.
7/04/13On 7th April 2003 Ji ASIA published it's first research report. We would like to take this opportunity to thank all our clients for their support over our company's first decade of operations.
5/04/13The annual Ji ASIA London Research Conference on Pan Asian companies will take place on Tuesday 4th June 2013 at the Crowne Plaza Hotel, 19 New Bridge St, London EC4. So far the managements of 17 Japanese and Asia-Ex companies have confirmed their attendance. There will be seven one-on-one slots per company and thematic lunch tables. Please contact your sales representative if you wish to attend.
23/01/13Financial career opportunities in Asian Equities with JI: Vacancies now exist for Corporate Access and graduate internship programme. Please see the careers page of our website for more details.
27/11/12If you wish to attend our Pan Asian Conference (co hosted with SG) at the Conrad Hotel in Hong Kong on December 12th please contact your sales representative. Over 200 one-to-one and one-to-few slots have already been booked for clients from London, Tokyo, Hong Kong and the USA.
31/10/1231 Corporates attending the SGJI Pan Asian Conference on December 12 2012 at the Conrad Hotel. Coffee and registration 0845. One on one and one to few slots available. Please contact your local JI sales representative in London / Hong Kong / Tokyo / New York.
14/05/12Japaninvest Group plc (Ji ASIA) announces a profit for Q1 2012
24/04/12Japaninvest Group plc is pleased to announce that Societe Generale, France's second largest bank, has acquireed a 24.99% stake, becoming the group's largest shareholder. The price paid is Y7992 per share. Commenting on the transaction Rupert Eastwood (Japaninvest CEO) said; "This deal cements a successful Alliance which has seen strong revenue and client market share growth since inception. We look forward to working even more closely with SG going forward.' Mark Burges Watson (Japaninvest COO) commented; 'JI now has a fully integrated Pan Asian research and sales product, covering 177 stocks, which represents 40% of North Asian market cap. This transaction now formally binds our product offering to SG's excellent macro research and Pan Asian execution platform. SG and JI have created an excellent springboard to take Alliance revenues to the next level.'
17/03/12Clients are welcome to join us at our SG-JI Pan Asian Conference at the Chancery Court Hotel in London on May 29th 2012. So far 20 Asian and Japanese corporates will be attending; either in person or via a video-conference link.
2/03/12As part of JI's continued commitment to developing a seamless Pan Asian research platform, Sam Thawley and Neil Juggins have been appointed Co Heads of Pan Asian Equity Research at JI, managing a Pan Asian analyst team based in Hong Kong and Tokyo, covering over 150 companies across the region. This format continues to take market share under difficult market conditions, with JI revenues up over 50% in 2011.
2/12/11Clients are welcome to join us at our SG-JI Pan Asian Conference at the Conrad Hotel in Hong Kong on December 6th 2011. 22 corporates 65 buy side clients, over 100 attendees. 200+ individual meetings.
28/11/11In addition to 165 Pan Asian names under large cap coverage, JI has just completed the 300th Pan Asian Small Cap published visit note for 2011.
30/05/11First SG-JI Pan Asian Conference in London on June 16th 2011. 11 corporates, 40 buy side clients 50+ attendees with over 400 one on one meetings booked during and around the Conference.
27/05/11Ji ASIA is pleased to announce the expansion of SC NET into Asia-Ex. We have now added 50 names in Hong Kong and Taiwan to the Non Coverage Universe of 100 small caps in Japan. This will expand to 100 names by December 2011. Update notes are published on a six monthly cycle. In addition to these 300 notes, there are a further 50 reports published on interesting visits outside the universe of names.
10/06/10Japaninvest is pleased to announce an alliance with Societe Generale. The new arrangement will preserve Japaninvest's editorial independence, whilst allowing us to offer our research on a bundled basis. New resources will help the group to accelerate the ongoing expansion onto a Pan Asian platform. In this way we will be able to present our core strength in bottom up analysis in a way which better reflects the changes which have taken place in the Asian economy in the last few years. SG has an excellent macro product which will dovetail very well with our own, as well as a wealth of expertise in derivatives and structured products, allowing JI to present new ways of leveraging our fundamental ideas. SG's focus on 'alpha" rather than "coverage" provides a further attraction to JI. The alliance stipulates that Japaninvest will maintain its independent viewpoint & editorial control of its product. We are very excited that this innovative arrangement will provide considerable enhancements to our clients without compromising on our strong belief that product origination and product evaluation need to remain separate.
31/05/10The 2009 Extel Survey confirmed Japaninvest's position as the leading research venue on Japanese equities outside the major global banks, ranking the firm 16th behind Macquarie in the category "Leading Japanese brokerage firm for equity research",
24/05/10Japaninvest has arranged a series of one on one calls with Torishima Pump to discuss recent business developments
21/05/10Japaninvest has arranged a series of one on one calls with Hoshizaki Electric to discuss recent business developments
18/05/10Japaninvest has arranged a series of one on one calls with Chiyoda Corp (6366) to discuss recent business developments
13/05/10Japaninvest has arranged a series of one on one calls with Hamamatsu Photonics to discuss recent business developments
12/05/10Japaninvest has arranged a series of one on one calls with Tocalo (3433) to discuss recent business developments
31/03/10Japaninvest has arranged a series of one on one calls with Nikon (7731) to discuss recent business developments
31/03/10Japaninvest has arranged a series of one on one calls with CCC (4756) to discuss recent business developments
24/03/10Japaninvest has arranged a series of one on one calls with Tokyo Electron to discuss recent business developments.
12/03/10Japaninvest has arranged a series of one on one calls with DeNA to discuss recent business developments
1/03/10Japaninvest is pleased to announce the sale of a majority stake in its dealing subsidiary IND-X Securities to Leading Securities of Korea. IND-X will retain its operational independence, allowing it to continue to provide high quality, broker-neutral and anonymous execution services, whilst benefiting from the capital backing of a substantially bigger parent operation. The Japaninvest Group will continue to focus on Pan Asian research and sales, retaining a significant minority stake in the business.
23/02/10Japaninvest has arranged a series of one on one calls with Kawasaki Kisen to discuss recent business developments
19/02/10Japaninvest has arranged a series of one on one calls with Hirose Electric to discuss recent business developments
18/02/10Japaninvest has arranged a series of one on one calls with Yokogawa Electric to discuss recent business developments
9/02/10Japaninvest has arranged a series of one on one calls with Accordia Golf to discuss recent business developments
26/01/10Japaninvest has arranged a series of one on one calls with Haseko to discuss recent business developments
19/01/10Japaninvest has arranged a series of one on one calls with Daito Trust to discuss recent business developments
15/01/10Japaninvest has arranged a series of one on one calls with Sankyu to discuss recent business developments
13/01/10Japaninvest has arranged a series of one on one calls with Acom to discuss recent business developments
8/01/10Japaninvest has arranged a series of one on one calls with Tocalo to discuss recent business developments
14/12/09Japaninvest has arranged a series of one on one calls with Nisshinbo to discuss recent business developments
8/12/09Japaninvest has arranged a series of one on one calls with Canon to discuss recent business developments
1/12/09Japaninvest has arranged a series of one on one calls with Sysmex to discuss recent business developments
27/11/09Japaninvest has arranged a series of one on one calls with Yamaha Motor to discuss recent business developments
17/11/09Japaninvest has arranged a series of one on one calls with Hirose Electric to discuss recent business developments
12/11/09Japaninvest has arranged a series of one on one calls with Sekisui House to discuss recent business developments
10/11/09Japaninvest has arranged a series of one on one calls with Nihon Koden to discuss recent business developments
14/10/09Japaninvest has arranged a series of one on one calls with Accordia Golf to discuss recent business developments
2/10/09Japaninvest has arranged a series of one on one calls with TKC to discuss recent business developments
1/10/09Japaninvest has arranged a series of one on one calls with Daiichikosho to discuss recent business developments
29/09/09Japaninvest has arranged a series of one on one calls with Doshisha to discuss recent business developments
25/09/09Japaninvest has arranged a series of one on one calls with Kawasaki Kisen to discuss recent business developments
24/09/09Japaninvest has arranged a series of one on one calls with Ariake Japan to discuss recent business developments
18/09/09Japaninvest has arranged a series of one on one calls with Sekisui House to discuss recent business developments
15/09/09Japaninvest has arranged a series of one on one calls with Inpex to discuss recent business developments
11/09/09Japaninvest has arranged a series of one on one calls with Kurita to discuss recent business developments
11/09/09Japaninvest's small cap network has visited and published research on 40 undercovered companies since launch. Client feedback has been very positive and so for 2010 we are announcing an extension to the service, to include all IPOs. We will also write on all companies which list on Tokyo AIM.
9/09/09Japaninvest has just published its first Japan-Asia focus report. These reports will cover actionable thematic ideas on a Pan Asian basis, with input from our research teams in Tokyo, Hong Kong and Shanghai. Coverage areas include, commodities, shipping, steels, autos, capital goods, technology and new energy. The first publication, now out, looks at the better prospects for the container shipping market, where we believe consensus is now too bearish.
8/09/09
7/09/09Japaninvest has arranged a series of one on one calls with Makita to discuss recent business developments
3/09/09Japaninvest has arranged a series of one on one calls with Exedy to discuss recent business developments
3/09/09Japaninvest has arranged a series of one on one calls with NTT DoCoMo to discuss recent business developments
25/08/09Japaninvest has arranged a further series of one on one calls with LNG plant engineer JGC Corp at the request of clients to discuss recent business developments
29/07/09Japaninvest is pleased to announce the appointment of Samuel Thawley as Head of Research in Tokyo. In addition to being Head of Research, Sam will assume coverage of Steel & Commodity-related stocks - sectors in which he has a lot of experience and where he was very highly rated when previously on the sell-side in Japan. Sam will include some relevant Pan Asian coverage in support of the growing HK/China research team at our Hong Kong research broking subsidiary, JI Asia. Samuel was most recently at the Rand Corporation. Sam joins the Japaninvest team next week.
28/07/09Japaninvest has arranged one on one conference calls between clients and the management of JGC.
16/07/09Japaninvest has arranged a series of one on one calls with Disco to discuss recent business developments
14/07/09Japaninvest has arranged a series of one on one calls with T & D Holdings to discuss recent business developments
13/07/09Japaninvest has arranged a series of one on one calls with Haseko to discuss recent business developments
8/07/09Japaninvest has arranged a series of one on one calls with Daiei to discuss recent business developments
3/07/09Japaninvest has arranged a series of one on one calls with Credit Saison to discuss recent business developments
26/06/09Japaninvest has arranged a series of one on one calls with Ariake Japan to discuss recent business developments
15/06/09Japaninvest has arranged a series of one on one calls with Mori Seiki to discuss recent business developments
12/06/09�Tony Moyer became the No. 1 in Analyst Ranking by the weekly newspaper Business Eye (8 June edition) on his recommendation of JSW with an annualized return of 290%.
3/06/09Japaninvest has arranged a series of one on one calls with Nihon Nohyaku to discuss recent business developments
3/06/09Japaninvest Non Executive Chairman Sir John Whitehead has retired and will assume the post of Honorary President. We thank him for his great contribution to our business over the past five years.
3/06/09Japaninvest is pleased to announce that Non Executive Director Julie Craddock will succeed Sir John Whitehead as Chairman. Julie has been a non executive director for several years and brings her wealth of Asian investment banking experience to the role
21/05/09Japaninvest has arranged a series of one on one calls with Hoshizaki Electric to discuss recent business developments
23/04/09Japaninvest has arranged a series of one on one calls with Snow Brand to discuss recent business developments
21/04/09Japaninvest has arranged a series of one on one calls for clients with Credit Saison to discuss recent business developments
10/04/09Japaninvest has arranged a series of one on one calls for clients with Daiei to discuss recent business developments
4/04/09Japaninvest has arranged a series of one on one calls for clients with Doutor-Nichires to discuss recent business developments
5/03/09Japaninvest has arranged a client call with NTT Urban to discuss recent business developments
4/03/09Japaninvest has arranged a series of one on one calls for clients with Sony Financial to discuss recent business developments.
20/02/09Japaninvest has arranged a series of one on one calls for clients with Miraca to discuss recent business developments
15/02/09Japaninvest has arranged a series of one on one calls for clients with Sysmex to discuss recent business developments
10/02/09Japaninvest has arranged a series of one on one calls for clients with Makita to discuss recent business developments
5/02/09Japaninvest has arranged a series of one on one calls for clients with Hokuto to discuss recent business developments
13/01/09Japaninvest Group plc is please to announce that Michael Thomas has joined the company as a Non Executive Director. Michael been involved in Japanese equities for 34 years. He launched the very successful Japan Unit Trust for Martin Currie in 1989. He remains a non executive director of the Martin Currie Pacific Trust and of Polar Capital in London. His experience will prove invaluable as Japaninvest expands from being a one country research boutique into a pan Asian niche broker.
13/01/09Japaninvest has arranged a series of one on one calls for clients with Gourmet Navigator to discuss recent business developments.
12/12/08Japaninvest is pleased to announce that Steve Myers will be joining in January 2009 to cover the technology sector. Steve Myers has 25 years of industry experience, gained first at Intel and, subsequently , as an analyst at Jardine Fleming from 1987-2001. Steve Myers most recently covered technology stocks at Lehman Brothers and HSBC.
10/12/08Yanagisawa-san, Japaninvest's small cap analyst was number one ranked in a recent Fuji Sankei poll for her recommendation on Culture Convenience Club, topping analysts from global and Japanese houses as well as other boutiques.
4/12/08Japaninvest has arranged a series of one on one calls for clients with Nihon Koden to discuss recent business developments.
25/11/08Japaninvest has arranged a series of one on one calls for clients with Credit Saison to discuss recent business developments.
17/11/08Japaninvest has arranged a series of one on one calls for clients with Shimachu to discuss recent business developments.
6/11/08IND-X is proud to be sponsoring TradeTech Asia, 2008, the 5th annual Asian institutional equity trading conference in Singapore.
4/11/08Japaninvest has arranged a series of one on one calls for clients with Izumi to discuss recent business developments.
31/10/08Japaninvest has arranged a series of one on one calls for clients with Chiyoda Shoe to discuss recent business developments.
7/10/08Mark Brown, Japaninvest's Real Estate analyst is marketing to clients in the US and UK.
5/10/08Japaninvest is neutral on Japanese equities for Q4. We have revised our TPX target to 1000 from 1250. Our forecasts for recessions in the US (made in Q4 07) and Eurozone (made Q1 08) are now consensus. We see significant downside risk in China. In Japan we see significant 2H profit risk, especially in non manufacturing. We continue to expect commodities to cool and revise our oil price target from $100 (Q3) to $75 (Q4). We continue to believe that the dollar has fundamentally turned, and will recover on a multi year basis from here.
3/10/08IND-X, the independent broker neutral execution platform majority owned by Japaninvest has made very good progress during H1 2008, despite weak markets. Industry leading CSA commission management software (PORT) and strong execution performance (according to independent TCA analysis) has attracted 10 IRPs to its membership scheme, with approximately 30 research providers now being paid through the PORT system, including Japaninvest. There are more than 20 buyside institutions using IND-X's execution capability across the spectrum of EU and Asian developed markets. 10 execution brokers provide algorithms or DMA access on the IND-X panel. Trading is live time from offices in London and Hong Kong.
1/10/08Japaninvest is pleased to announce that Adrian Gornall has joined our Japan sales team, based in our Hong Kong office. Adrian has spent 13 years in Japanese equities, most recently at CLSA.
30/09/08Japaninvest has arranged a series of one on one calls for clients with Fuyo General Lease to discuss recent business developments.
29/09/08Japaninvest has arranged a series of one on one calls for clients with Culture Convenience Club to discuss recent business developments.
11/09/08Japaninvest has arranged a series of one on one calls for clients with Daito Trust, to discuss recent business developments
4/09/08Japaninvest is pleased to announce that Chris Newton is joining the Japan sales desk in London. Chris has 20 years experience selling Japanese equities at JPM and HSBC.
3/09/08Steve Usher - Japaninvest autos analyst, marketing to clients on the US East Coast.
2/09/08Japaninvest has arranged a series of one on one calls for clients with Atrium, to discuss the ongoing difficulties in the real estate market
1/08/08Japaninvest publishes 48 rated notes during Q2 including 13 initiations. 71% BUY 29% SELL. JI research also published 42 research updates. The analyst team is now the largest since JI commenced operations in 2003.
16/07/08Q3 Macro strategy: US dollar to begin multi year recovery, oil to fall to USD 100. "H2 2008 is likely to see actual recession spread to the UK and in all probability to the Eurozone. Growth in Asia is likely to slow sharply. For Japan this brings two significant benefits and they need to be factored in: The US dollar starts to pick up and the market for commodities starts to cool, with oil dropping below $100."
15/07/08Japaninvest is pleased to announce that Mikihiko Yamato has joined our Tokyo research department to cover the retail sector. Fully bilingual, Yamato gained his MBA in the US and spent 6 years in Japanese equity research at global houses before joining the buy side as a hedge fund analyst. JI's Tokyo research team now the largest it has been since the business started in 2003.
1/06/08IND-X Securities Limited is pleased to announce that IND-X Securities (Asia) Ltd has been licensed by the Securities and Futures Commission of Hong Kong. The launch of IND-X�s �live time� execution service and commission management service, PORT, in the Asian region will significantly enhance its current UK, Europe and Japanese equity execution platforms.
1/05/08Ken Gordon (QI Crossborder) marketing to clients in Japan and Australia.
1/05/08Steve Usher (Japaninvest autos analyst) marketing to clients in Singapore and Hong Kong.
1/05/08IND-X commences trading in UK equities.
1/04/08Steve Usher (Japaninvest autos analyst) marketing to clients on US west coast.
1/04/08William Nestuk (Japaninvest auto parts analyst) marketing to clients in the US.
1/04/08IND-X opens Hong Kong Office.
1/03/08Nihon Nohyaku management conference call with Japaninvest clients in the EU and Asia.
1/03/08Brian Waterhouse (Japaninvest Banks analyst) marketing to clients in the EU and US.
1/03/08Japaninvest publishes 54 rated notes during Q1, including 15 initiations. 62% BUY 38% SELL.
1/03/08Danny Holder (former senior dealer for Dalton Strategic Partners) appointed CEO of IND-X Securities (Asia) Ltd.
1/02/08Justin Weiss (Japaninvest Internet / Electronic Retailer analyst) marketing to clients in the US.
1/01/08Yanagisawa-san (Japaninvest small caps analyst) marketing to clients in the US.
1/01/08Japaninvest launches Quant subsidiary QI Crossborders.
1/12/07IND-X commission management software platform PORT becomes operational.
1/11/07IND-X Securities launched.
1/10/07Tony Moyer joins Japaninvest in Tokyo to cover machinery sector.
1/10/07Shiro Yoshioka joins Japaninvest in Tokyo to cover financials and non banks.
1/09/07Japaninvest COO Mark Burges Watson letter to the Financial Times
1/08/07Takeshi Shima joins Japaninvest as a senior institutional salesperson in Tokyo.
1/08/07Peter Twist appointed CEO of IND-X Securities Ltd.
1/06/07Peter Twist joins Japaninvest as a Director of New Business Development.
1/05/07Megumi Takayama joins Japaninvest as an institutional salesperson in London.

16 July 2008

Q3 Macro strategy: US dollar to begin multi year recovery, oil to fall to USD 100.

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