Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
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🇯🇵 JAPAN • March Company Relative Price Scores - Playing the Extremes
• RELATIVE PRICE SCORE - COMPANIES • RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to...
490 Views
Smartkarma’s Week that Was in JP/KR: Softbank Telecom IPO & Shinsegae's Pursuit of Amazon Fresh
Below is the list of the Japan/Korea related posts put on the Smartkarma platform during the week of Oct 29.
669 Views
Names that Are Hated and Loved by the Street in Japan....
It has been a while since we updated the "Hated by the Street" screen. So we thought it would be good to see which names made the list. Usually we...
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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 ¥50bn) announcing earnings before Golden Week, the overall picture is starting to form up. Currently FY3/17...
411 Views