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...
233 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,...
363 Views
FamilyMart to Lift Stake in Kanemi - De Facto Takeover, Minorities Beware
The Nikkei reported Thursday morning that FamilyMart UNY Holdings Co Ltd (8028 JP) would lift its stake in Kanemi Co Ltd (2669 JP) from 26.05% (of...
603 Views
LINE (3938 JP) - Running Fast, But Is It Actually Getting Anywhere?
We can see that LINE is eagerly trying to grasp as many opportunities and challenges as it can, now that it has achieved a huge and stable user...
374 Views
BBSP Equity Asia Weekly Research 07 June 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• Spotlight on ASX and TWSE to be upgraded: the respective ratios vs...
297 Views