The Week that Was in ASEAN@Smartkarma - Vietnam Rising, Indonesian M&A, and Data Pricing
This week's offering of Insights acrossĀ ASEAN@SmartkarmaĀ is filled with another eclectic mix of differentiated, substantive and actionable...
691 Views
JPX Margin Trading Weekly (May 22nd): Kioxia, Fujikura, Mitsubishi UFJ Financial, SoftBank
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Fujikura (5803 JP), Mitsubishi UFJ Financial...
199 Views
Big Banks - A Crisis of Investor Confidence
We analyse the holdings of the world's largest banks by the 255 global equity funds in our analysis. For each region (America/EMEA/Asia), we have...
1.6k Views
Japanese Banks:Ā These Lifeless Things (The Ozymandias Syndrome)
Japanese bank stocks performed so poorly in 2018, with the Topix Bank Index falling 25.7% while the overall market declined by a lesser 16.4%, that...
930 Views
Smartkarma's Week in JP/KR: SoftbankCorp IPO, Toshiba, J-Banks, Wafers/Semi, Hanjin Kal, BioLogics
This past week featured 165 insights across the Smartkarma platform, with about 25% of them dealing with Japan or South Korea.Ā A list is below.By...
592 Views