Primer: Meidensha Corp (6508 JP) - Mar 2026
Exceptional Growth Profile: Meidensha has demonstrated a remarkable growth trajectory, with a 3-year net income CAGR of 40.02% and a free cash...
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AI’s Power Bottleneck Becomes a Grid Opportunity
​Exponential AI workload growth causing global data center power crunch, Asia hit hardest; Japanese firms stepping in to support hyperscale AI...
541 Views
Global Equity Strategy: Overhead Resistance Looms
The broad global indexes (MSCI ACWI, ACWI ex-US, and EAFE) remain near logical resistance as investors await monetary policy decisions from the ECB...
679 Views
The Week That Was in NorthAsia@Smartkarma: NK Nuke, Topix, Nikkei 225, & HHI Recapitalization
Below is the full list of Japan/Korea related reports published last week on Smartkarma.TOPIX inclusion eventTravis touched on the stocks to be...
313 Views
Quiddity JPX-Nikkei 400 Rebal 2026: End-Oct 2025 Ranks
We expect the HIGH-conviction Potential ADDs to outperform the HIGH-conviction Potential DELs. Nidec is no longer part of our potential ADDs.
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