BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
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Nissan Motor: Charting the Ghosn Supremacy
In the light of recent events, this insight reviews the history of Carlos Ghosn's tenure in various roles at Nissan Motor (7201 JP) in chart format...
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2Q Earnings Is the Time for Full-Year Guidance Revisions. See Who Changed Their Numbers the Most....
At the beginning of the fiscal year, Japanese companies issue full-year guidance. Most of them will then revise those number when they announce 2Q...
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Japan Fortnightly Update: Watch Out Below
SHORT-LIVED - Over the last two weeks, Japanese equities marched back up and then promptly fell back down, losing 1.5% over the period. We remain...
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Smartkarma’s Week that Was in JP/KR: Softbank, Samsung, ESports and the Retail Revolution
Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of Nov 5.
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