Smartkarma Originals
ESports β Entering the Third Innings
In this Smartkarma Original we examine the state of eSports in Asia, examining differences with traditional sports and the games, teams and...
1.1k Views
π―π΅ JAPAN β’ Results & Revisions ββββββββββββββββββββββββββββββ01/βββββββ21 Capcom, Infomart, ISI-D
As we move towards the beginning of the disclosure season for the March/June/September/ December cohort of companies, several companies are...
538 Views
[Quiddity Index] Nikkei 225 Sep26 Rebal - Easy ADDs, Tough DELETEs, Two(?) Caps; And Squeeziness
The Sep 2026 Nikkei 225 rebal is challenging. Two ADDs are easy. The third seems easy. The DELETEs are not, but I rarely recommend shorting them....
226 Views
π―π΅ JAPAN β’ Results & Revisions 3rd August - Capcom, K's, Kikkoman, USS, Eisai
β’BEST & WORST 3rd AUGUST β’The 'best' and 'worst' from yesterday's large-cap announcements came from Kyorin (4569 JP) and Japan Airlines (9201...
498 Views
Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
559 Views