BoJ Tankan Suggests Goldilocks Scenario Still in Place... For Now
The headline BoJ Tankan number (for large manufacturers) came out at 22, up from 17 last time and representing the highest figure post Lehman....
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JPX Margin Trading Weekly (Apr 24th): Kioxia, SoftBank, Lasertec, Nintendo, Disco, Sumitomo Pharma
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), SoftBank (9984 JP), Lasertec (6920 JP),...
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The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
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The Week That Was in NorthAsia@Smartkarma: Nikkei 225, Toshiba, Idemitsu, SK & Celltrion Healthcare
The Toshiba saga was again in the limelight last week. Travis Lundy and Mio Kato, CFAÂ briefed us about recent developments. Mio says in his...
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Small-Cap Names Foreigners Are Buying....
We screened for small-cap names that are seeing an increase in foreigner ownership. Names that might not be on your radar, but others are buying...
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