🇰🇷 🇯🇵 That Was The Week That Was in North Asia - 13th-18th May - "Events, Dear Boy, Events".
A busy week for Smartkarma's North Asian team as the spring earnings announcements reached their peak in Japan after the extended Golden Week...
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Korea M&A Spotlight: MBK Partners Plans to Sell Doosan Machine Tools
It was reported today in the local media that MBK Partners plans to sell Doosan Machine Tools (DMT), which is estimated to be valued about 2.5...
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Global Equity Strategy:Â Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
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High Beta and Names with a High % of Foreign Investors Underperformed This Week in Japan....
In Japan, high Beta names and names with a high % of Foreign Investors underperformed this week after doing very well the previous week. It has...
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Japan: Scoring Results & Revisions Summer 2018 - Top and Bottom Companies + Long & Short Portfolios
INTRODUCTION - The second, and final part of our Results and Forecast/Revision Scores review for Summer 2018 will look at the leading and lagging...
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