Popular and Unpopular Names in Japan in September....
We looked at September to see which names pick up the most Analyst upgrades and which names had the most Analyst downgrades. Fast Retailing Co Ltd...
377 Views
1Q Results a Good Start in Japan - 133 Names Achieved More than 30% of Full-Year OP Guidance....
With approx. 90% of names with mkt-cap above ¥50bn already announcing 1Q results, we looked back to see how companies did. If we look at the...
574 Views
JAPAN PASSIVE: The BOJ and Japan ETFs
Just under a year ago I wrote a piece about the BOJ's ownership of Japan ETFs called JAPAN FLOW II: Just What ETFs Does the BOJ Buy? Could We See...
613 Views
Stock Picking Does Not Matter in Financials but Does in Retail Trade......
I have always wondered why there were Bank Analysts in Japan. The correlations between the different names are so high that it just does not really...
257 Views
The Week That Was in NorthAsia@Smartkarma: Toshiba, Tech, Trump, Trade (Oh, and Autos)
The Week That Wasin North Asia @Smartkarma is a rocur (rotating curator) effort by Douglas Kim, Mio Kato, CFA, Sanghyun Park, and yours truly,...
427 Views