JAPAN: Three Public Pensions Add Fuel to the Fire
On Friday March 20, Japan's "Other Three" public pensions (Chikyoren, KKR, and Shigaku Kyosai (nota bene: links are to the Japanese sites - each...
725 Views
Curator's Cut: Crude Reality, Reshuffling Gold Miners & Banking on Japanese Fintech
​This Curator's Cut highlights energy market outlook, gold miners coverage, and opportunities in Japanese financials from Smartkarma insights....
333 Views
[Japan CorpGov] TSE "Mgmt Conscious" Reports (Feb26) - Disappointing Case Studies, Weak Study Group
The TSE releases a list every month with names of cos which have submitted "Management Conscious of Share Price/Cost of Capital" policies. We do it...
419 Views
Japanese Bigger Cap Banks – Interest Rate Normalisation Drives the Bull Case
​Japanese banks benefit from further steps to interest rate normalisation; our buy picks are Resona Holdings, Shizuoka, Yokohama due to gearing to...
328 Views
[Japan CorpGov] TSE "Mgmt Conscious" Reports (Jan26) - Disappointing Set of Case Studies
The TSE's "Management Conscious of Capital Costs and Share Price" filings continue. 475 CorpGovReports filed in December. Exedy has a new plan. TSE...
369 Views