Research Style

Ji ASIA research is written with the performance oriented Pan Asian investor in mind. We will often hunt off the beaten track, where some of the best ideas are to be found. 

We have confidence in our analytical resource so we don’t need the reassurance of ‘consensus’. However the process does not end with good ideas. We aim to refine these ideas into firm investment conclusions, after a detailed and thorough analysis. No analyst may initiate on a stock without visiting the company or attending one of their presentations, and all research is compliance reviewed in detail before publication.  Our industry-leading format places the 'numbers' at the front of the report, with subsequent analysis centred on our forecasts. Key metrics are colour-coded for ease of interpretation.

All our recommendations are based on a 12 month bottom up fundamental view, balancing earnings growth against valuations. JI retains 175 ratings across Asia and Japan at any one time, supported by non coverage update research on the small cap supply chain for a further 150 Asian and Japanese companies.