Thoughts on TOPIX P/E range after recent rally

Our new forecasts call for EPS growth of +10%/+9%/+7% in FY2024-FY2026, and the cumulative 29% growth over the next three years should underpin the Japan ...

Pleinmont on X: "Goldman Sachs's “Japan Strategy Views: Thoughts ...

Goldman Sachs's “Japan Strategy Views: Thoughts on TOPIX P/E range after recent rally” https://t.co/lDAw6LIhjF.

Japan's unstoppable stock rally hits a roadblock - Finimize

The 12-month forward price-to-earnings (P/E) ratio for Japan's Topix, over time. ... current conservative estimates and put the Topix rally back on track.

Stock market news for Nov. 15, 2024 - CNBC

This would be the 11th losing day in the last 13 trading sessions for Super Micro. Alibaba — Shares slipped more than 2% after the Chinese e ...

Japan is at record levels: How high can the stock market go?

... P/E rising to 20–25 times over time. Valuations for Japanese equities have been range-bound. This line graph represents the MSCI Japan ...

Japan stocks move out of the bargain bin as rally continues

The forward price-earnings ratio of companies on the Tokyo Stock Exchange's Prime market has climbed to nearly 15.9 times from 15.1 at the end ...

Japanese shares have hit 33-year highs – but why? - Schroders

In May, the major equity indices, the Topix and the Nikkei 225, both hit their highest levels since 1989. ... recent rally was very much driven by ...

Upside Potential for Japanese Equities

The recent rally in Japanese equities has been led by foreign investor ... The 12 month forward PE ratio for TOPIX stood at 15.9x as of 14. June ...

Japan: Is this time different? | J.P. Morgan Private Bank U.S.

We believe this is likely to sustain the Japanese equity rally going forward, and we turn more positive on the market, increasing our base case ...

Asset Management One

The recent rally in Japanese equities has been led by foreign investor ... The 12 month forward PE ratio for TOPIX stood at 15.9x as of 14. June ...

The Outlook for Japan Remains Finely Poised | T. Rowe Price

... P/E (Figure 2). Certainly, this ... Japanese Equities Appear “Cheap” Despite Robust Earnings. (Fig. 2) Long‑term TOPIX earnings and price/earnings ratio.

Are PE ratios simply higher nowadays? : r/ValueInvesting - Reddit

I recommend Raymond James' latest quarterly strategy letter which uses BBG data to highlight this dynamic. Since 2004, growth sectors have seen ...

Nikkei 225: Party Like It's 1989, But Remember the Hangover?

... after 34 years. ... Price-to-Earnings Ratio (P/E): Compared to historical averages and other developed markets, the Nikkei's P/E ratio is ...

Could Korean equites be about to match Japan's record stock ...

Figure 1: TOPIX EPS growth has outperformed S&P over the last ten years. But Japan has had a phenomenal run in the 12 months since the TSE ...

Japanese equities hit a record high. Here's why it remains our top ...

In a way, this rally has re-assured our call for Japanese equities. We have been positive on Japan since last year and, more recently, have also ...

Japan's Nikkei Index Sets Another Record High. Will the Topix Follow?

Now, the price-to-earnings (P/E) ratio based on 12-month forward earnings stands at 15.9x, within the 12-17 range seen in the last decade.

Can the Nikkei's record rally in Japanese stocks continue?

Goldman Sachs Research expects the TOPIX to reach 2,900 over the next 12 months (up from their previous 12-month forecast of 2,650). The outlook ...

Japanese companies rise up ratings as top investors buy into rally

After two of Japan's market benchmarks – the Nikkei 225 and the Topix indices – notched up gains of a respective 30% and 25% last year, the ...

Compelling Valuations in Japan | Hennessy Funds

On a price-to-book basis (P/B), Japanese equities are also offering investors great value compared with other global developed equity markets. TOPIX is trading ...

P/E Ratio for S&P7 vs S&P 493 - Edward Conard

Torsten Sløk @apolloglobal argues that the “Magnificent Seven” stocks that have led the S+P higher have become “more and more overvalued” given their high ...