Komatsu (6301 JP): Joy Global Acquisition and Growth in Major Markets Helps
Komatsu Started FY2019 with Impressive Results Komatsu’s revenue rose significantly by 15% YoY to JPY646bn in 1QFY19 mostly driven by the...
508 Views
China Flips Investment Switch Back On...
The short China base metals/deep cyclicals stance since December has paid off, with copper slumping to a year low, but there are early signs that...
426 Views
Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing
CYCLICAL SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since...
495 Views
JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
729 Views
The Week That Was in ASEAN@Smartkarma - Heavy Equipment, Consumer Electronics, and Ice Cream Wars
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
455 Views