Harver Group

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  • H The easing of Middle Eastern tension has helped to boost the markets globally. China's string of positive data has helped the market there. The Australian market is approaching a 5 year high. Asian markets were trading higher as fears of a US military attack on Syria are beginning to recede. The possibility of a diplomatic resolution of the situation has translated to substantial gains across the globe. President Obama said in speech on Tuesday, that he had asked Congress to postpone voting on a military strike until Secretary of State John Kerry meets with Russian officials. As the tension in the Middle East eases it is reflected by a weaker yen, as investors find the currency a safe haven. The US dollar gained 0.8% against the Yen, trading at 100.27 yen to the dollar. Japan's Nikkei Stock Average finished the day up marginally, 0.1% after jumping 4% on Monday and Tuesday. The construction companies which gained on the back of Japan's Olympic bid erased their earlier gains. Kajima Corp lost 3.3% and Taisei Corp declined 4.6%. Harver Group analysts believe it is better to avoid the Japanese construction sector until contracts are secured. China reported solid export growth in August, over the week and then on Tuesday reported an increase in industrial output. Harver Group analysts believe that these reports signal that the region's largest economy is beginning to recovery and that China is on pace to achieve its goal of 7.5% GDP growth. The Shanghai Composit...
  • Harver Group Targets Japanese Stem Cell Researchers

    Community, Environmental Design

    H The Japanese biotech industry has boomed on the back of new legislation from the government. Harver Group is looking for profits from the JASDAQ; the Japanese version of the NASDAQ. They plan to take a position in an Index Fund on the JASDAQ. As Prime Minister Shinzo Abe revitalizes the Japanese economy, he is investing in cellular regeneration technologies. The government is creating bills for regulatory approval of cell based products and created new research frameworks. The government is also funding a $1.12 billion study on a new type of stem cell that is not harvested from embryos. The government is looking to invest in new industries to limit their dependence on the automotive industry. Japan´s new cell technology industry has boomed this year Japan Tissue Engineering Co, which manufactures skin tissue and cartilage from cultures is up nearly 500% and ReproCell Inc. the first company to acquire a license to make iPS, a new type of stem cell, has soared nearly 300% since its IPO in June. Analysts at Harver Group have targeted the JASDAQ, a smaller Japanese exchange similar to the NASDAQ in the United States. Like the NASDAQ the JASDAQ is dominated by technology firms. More specifically they have targeted the Sumitomo Mitsui JASDAQ-Top 20 Index Fund, which has climbed more than 350% in the past twelve months. With new legislation allowing for cell based products, investors and the government has been pouring money into research and development. Harver Group analysts...
  • Harver Group Appoints New Head of Human Resources

    Community, Environmental Design

    H In line with Harver Group's mission of providing high quality research, the company has hired Kuga Hitmoi to Head Human Resources. She has a plethora of experience at some of Japan´s largest banks and will undoubtedly be an asset. Harver Group is pleased to announce the appointment of Kuga Hitomi as the Head of Human Resources and Head of Internal Communications. In this role she will also become a permanent member of Harver Group's Executive Committee. She will be based in Tokyo at Harver Group's Head Quarters and will report to Senior Partner, Mr. James Aiguo. She will replace the outgoing Enoki Teiko as she retires. Kuga Hitmoi´s appointment will be effective on Monday, September 2nd 2013. “I would like to thank Enoki Teiko for the many hours of work she has put in at Harver Group. Her contributions in the hiring process will not be forgotten as she helped us to identify top tier talent during her tenure here,” said Mr. Koji Masuto, Director and Senior Partner. Kuga Hitomi attended the University of Osaka to receive her undergraduate degree in economics, and then continued on to the University of Tokyo to obtain a master´s degree in human resources. She began her career in the human resources department of Sumitomo Mitsui Financial Group. Later she worked for Mitsubishi UFJ Financial Group, where she helped integrate new hires into the company. Prior to joining Harver Group, she worked for Mizuho Financial Group, where she leads the hiring of new analysts, and was a...
  • H

    Harver Group publishes the results of a mail in survey by its corporate investors. Investors believe that monetary policy will be the biggest factor to influence the stock markets and those automobile manufacturers are the best investment.

    1. Focus moves towards monetary policy Respondents were questioned on the factor most likely to influence the stock market over the next three months. Monetary policy became the most watched factor, seeing an 11.5% increase from last month’s survey.

    2. Automobiles were the most enticing sector Respondents were asked to select one sector as “enticing” for investments and one as “unenticing” over the next three months. Automobile manufactures were the “most enticing” investment with 27% of respondents agreeing. The “least enticing” sector was pharmaceutical manufactures.

    3. US dollar is most enticing currency Respondents were asked to select one currency as “enticing” for investments and another as “unenticing” over the next three months. In this survey the US dollar was the most “enticing” currency with 38% of respondents selecting it. The British Pound was second among respondents with 22% of the votes. The “least enticing” currency was the Indian Rupee with 53% of respondents selecting it as “unenticing.”

    4. Price Outlook Respondents were asked about their outlook on prices of regularly bought goods and services over the next year. 73% of respondents said that they expected prices to rise in that period. They...

  • H Harver Group releases its overview of the Asian Markets. Stocks traded lower across the region as fears grow that US Fed tapering will cause foreign investors to pull out of emerging markets. Mining, resource and energy sectors were badly affected. The Asian markets fell significantly on Tuesday led by a 3.2% fall in Indonesia after dropping 5.6% on Monday. Analysts at Harver Group believe that investors in the region worried that a reduction in the United States Federal Bank bond buying program will hurt emerging markets, which in turn drove equities down in both Asian developed and emerging markets. Several currencies were also down in the region as investors are concerned that foreign investors will withdraw money from the Region. The India Rupee hit all-time record low against the US dollar. In Tokyo, the Nikkei Stock Average Index fell a significant 2.6%, the South Korean Kospi dipped 1.6% and the Australian S&P/ASX 200 Index lost 0.8%. In China the Shanghai Composite Index fell 0.6% and the Hang Seng in Hong Kong fell 2.2%. The SET declined 2% in Thailand. While the Indian S%P BSE Sense fell 0.3%. Mining and resource producers fell as the US dollar rose against regional currencies. In Japan, Pacific Metals Co. dropped 3.8%, Korea Zinc Co. slid 4.9%. In Australia, Newcrest Mining Ltd declined 2.9% and BHP Billiton Ltd gave up 1.4%. Energy Producers also fared poorly. Japanese Index Corp. lost 3.2% and Petro China Co. gave up 1.1% in Shanghai and 3.7% in Hong...
  • H Equity researcher Harver Group releases its analysis of the European Markets. The markets finished down with the banking sector performing terribly. Investors worry that tapering will begin soon. Aug. 20, 2013 - CHUO-KU, Japan -- The Stoxx Europe 600 Index lost 0.5% to finish at 304.77, negating Friday´s gain. Upbeat news from Europe, including data showing that Europe had emerged from the recession in the second quarter help to boost the markets last week. But on Monday, there were few catalysts to help drive the market and instead investors worried about how soon the United States Federal Reserve will taper its asset purchasing program. According to Analysts at Harver Group, recent data showing unemployment has declined and retail sales have improved suggests that Fed tapering could begin as early as September. Most countries´ indices were down. In London the FTSE 100 index lost half a percentage point, France´s CAC 40 index fell a full point and in Germany the DAX 30 Index decline 0.3%. The Italian FTSE MIB Index dropped 2.5% as the yield on 10 year government bond spiked 4.27%. The drop followed reports from local newspapers that former Prime Minister Silvio Berlusconi threatened to topple the government if he is removed from the Senate. Italian banks suffered from the news, Unaccredited Spa dropped 5.2%, Intesa Sanpaolo Spa finished 4.1% lower, and Banco Popular SC fell 4.5%. Other banks in the Euro Zone also fared poorly, Deutsche Bank AG lost 1.1% in Germany. Sp...
  • H Harver Group, an equity researcher based in Tokyo, today announces the appointment of David Neumann as Chief European Economist. His broad range of experience will be a valuable addition to their team. Aug. 15, 2013 - CHUO-KU, Japan --David Neumann most recently served as an economist for Royal Bank of Scotland where he advised the board of directors. Neumann will be based in Tokyo, and will lead a team of six economists covering the European markets. This appointment reflects the importance of the region to Harver Group and its commitment to providing the highest quality research to its clients. Neumann and his team will report to Mr. Stephen James, Director of Private Equity “We are confident that David will significantly enhance our equity research platform both in Europe and globally. Our research goals remain unchanged; to utilize cross asset expertise and provide high quality analysis ahead of the market and which is relevant for the modern investor,” said Peter Anderson, Senior Vice President of Mergers and Acquisitions. “The range and depth of David´s experience will bring astute insights during this period of economic uncertainty and as government monetary policy dictates the direction of the economy. He will be a valuable resource with a proven forecasting track record will further enhance the firms solid economics franchise,” said Mr. Stephen James, Director of Private Equity. Neumann attended the University of Bristol to obtain his undergraduate degree i...
  • H Equity research house Harver Group is pleased to welcome Thomas Lavoie, Richard Moore, and Mary White to their small and mid-cap equities team in the Tokyo. Lavoie will manage both Moore and White. Aug. 14, 2013 - CHUO-KU, Japan -- Harver Group is pleased to announce the appointment of Thomas Lavoie as Deputy Head of Small and Mid-Cap Value Equities in Tokyo. As well as, Richard Moore and Mary White joined the company, who will both report to Lavoie. Lavoie, Moore, and White will all be based in Tokyo. Mr. James Aiguo, Director and Senior Partner of Harver Group said, “We are pleased to welcome Thomas, Richard and Mary: I am confident that they will be a valuable addition to the team at Harver Group and will enhance our equity offerings. Small and mid-cap equities are an important asset class for our clients, and they will benefit from the expanded resources of the department. Lavoie brings more than 20 years of American small and mid-cap investment experience to Harver Group, enhancing the firm´s investment product offerings adding expertise in small and mid-cap investments to complement existing strategies. Lavoie joins Harver Group after managing his own asset management firm for 12 years. Earlier in his career, Lavoie worked as a portfolio manager on more than $2 billion in small and mid-cap for retail and institutional investors. Moore has 9 years of experience in managing equity products and more than 15 years of experience in portfolio management and equity r...
  • H A string of moves and favorable market conditions have led Analysts at Equity Researcher, Harver Group to believe that Twitter will issue its IPO sooner than was previously expected. The hiring of a stock administration analyst is a telling sign. Aug. 13, 2013 - CHUO-KU, Japan -- Previously, market analysts expected Twitter to issue its IPO early in 2014, but a series of recent moves indicates that they may release the IPO soon than expected, especially after Facebook´s recent rebound. It seems that Wall Street is finally beginning to understand the true profit potential of mobile advertising. “We’re confident that Twitter´s IPO will be far more successful than Facebook´s. Twitter has been a mobile company from its onset, while Facebook struggled to make the jump from web to mobile platforms. Advertisers are lining up to get access to Twitter´s huge user base, which is the most important fact for investors. Although Twitters balance sheet will not become public until they file their S-1 form, my team and I estimate that they will generate $1 billion in revenue this year and value their IPO at $23 billion,” said Nathan Marx, Head of Investment Analysis. The firm recently posted a job ad on LinkedIn for a financial reporting manager with the duties; “responsible for preparation of monthly reporting materials, quarterly/annual financial statements Form S-1 when we are ready to go public.” However the job advert was removed when it was reported that the IPO maybe coming ...
  • Harver Group Appoints Chief Risk Officer

    Community, Environmental Design

    H Tokyo based equity researcher Harver Group is pleased to announce the appointment of David Miller as Chief Risk Officer and Arai Nakata's return to Tokyo. Aug. 08, 2013 - CHUO-KU, Japan -- Harver Group, Wednesday announced the appointment of David Miller as Chief Risk Officer and Senior Executive Director. In his new position, Mr. Miller will be responsible for managing the risk profile of Harver Group globally, working in conjunction with business heads and regional management to safeguard Harver Group´s risk model, which is parallel to the business strategy, while also protecting the company´s solid balance sheet. “Our calculated approach to risk has allowed us to evade the worst traps of volatile markets and concentrate on opportunities that arise. We must continually be vigilant and we are extremely pleased that David will become a member of our global team to drive our business forward,” said Mr. Koji Masuto, Director and Senior Partner at Harver Group. David Miller joins Harver Group with nearly 18 years of diversified experience in Risk and Treasury Management, primarily in the banking sector. He will have overall responsibility for the firm´s risk management program. Miller spent a large part of his career at Merrill Lynch, both in North America and Europe, where he had various senior level positions. “David is a immensely experienced finance leader with a combination of corporate finance, audit, and operating experience, and I have confidence that he will...

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Harver Group

Nihonbashi Mitsui Tower, 26th Floor, 1-1
2 Nihombashi-Muromachi, Chuo-ku, Tokyo 103-0022
Japan
+81 3 4578 1728

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