What Will Amazon Buy Next? Anything in Australia/Asia?
In this note, we look at the potential acquisition opportunities for Amazon. We believe Amazon is likely to make further purchases on top of the...
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Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidance when they annouce 1H...
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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...
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The Week That Was in NorthAsia@Smartkarma: Toshiba, a Failed Block Trade, and the Samsung Verdict
This week has been a relatively "slow week" with many people on holidays across the region but plenty to hold one's interest on Smartkarma. A...
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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 ÂĄ50bn already announcing 1Q results, we looked back to see how companies did. If we look at the...
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