BBSP - Equity Asia Weekly Research
THE MAIN IDEA (Relative Value Approach in USD Terms)Long-Term Allocation (Strategic view) Relative Value vs MXAP in USD terms NIKKEI/MXAP:...
307 Views
Sector Capsule: Bleach in Japan
Retail value sales of bleach registered a 7% current value decline over the course of 2017, falling to JPY4.3 billion The primary functions of...
195 Views
Drugstores in Japan: Still Plenty of Growth Ahead
The drugstore sector is the one Japanese retail sector to show consistent growth over the past decade. It is now the leading channel for mass...
477 Views
With 3Q Earnings Pretty Much Done Which Names Are Best / Worst Position for Full-Year End....
With 3Q Earning Season basically done, we looked back to see which names have done well in the first 3Q and are well positioned to beat full-year...
280 Views
The Week That Was In North Asia@Smartkarma: Dr. Jim Walker's 2018 Strategy, Bitcoin Crash, & BLASH
There was a lot of action in the Japanese and Korean stock markets in the past week. As US 10 Year Treasury bond yield continues to roar higher,...
355 Views