Izumi (Also) Focuses on Supermarkets
GMS format declining for two decades, Izumi pivoting towards food and M&A for growth and dominance in Kyushu. The shift should help Izumi find new...
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The Week That Was in NorthAsia@Smartkarma: Bean Counters, Dr. Copper, and Shin Ramyun
What a pleasure in being able to read Dr. Jim Walker's insights on Smartkarma! In his report, World War Three: Part 1 – Falling Fertility, Dr. Jim...
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Which Names Do the Best from September to the End of the Year....
With only 2 weeks left in August, we wanted to highlight names that you should be looking at heading into the next couple of months to the end of...
659 Views
Names that Do Well in the Summer and Ones that Do Not.....
Summer has historically not been a good time for stocks. TOPIX median performance from July 1 to the end of August is negative 5% and it only has a...
675 Views
Tsuruha (3391 JP) - New Balance Sheet, New Growth, New Price (Cheap!), And Passive Selling To Come?
Tsuruha is -30% since late Dec25 when the Tender Offer ended. Goodwill amortization has scared some investors off since. The stock is now very...
527 Views