Japan: Scoring Results & Forecasts - Part 3 - Company Winners & Losers
INTRODUCTIONÂ - The final part of our Results and Forecast/Revision Scores review will look at the leading and lagging performers and forecasters...
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Reflecting on 2017 and Core Ideas to Start 2018
2017 was an eventful year for us. Our experience writing for Smartkarma inspired us to join forces with Finatext, an alternative data/fintech...
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Aggregate Japan OP Currently Down 7%, However New FY3/18 OP Expected to Increase 4%....
With approx 280 names (mkt-cap above ÂĄ50bn) announcing earnings before Golden Week, the overall picture is starting to form up. Currently FY3/17...
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Japanese Companies Tied to Korea with High Correlations to KOSPI....
We had some inquiries around which Japanese companies had Sales in Korea and which names were correlated the most to KOSPI. In the charts below, we...
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Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
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