Worst Over for Asian Refining Spreads?
We’ve been bullish on crude oil this year and the surprise has been weak US gasoline demand, creating a growing product surplus rippling through...
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Most Popular / Unpopular Names in Japan over Last Month. Nintendo Made the Good List....
Over the last month, 9 companies have been upgraded by 2 or more analyst. Nintendo Co Ltd (7974 JP) is the largest by mkt-cap to make the list and...
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Japan: Relative Price Score Long Portfolios
RELATIVE PRICE SCORE LONG PORTFOLIOS - Our recent insight Japan: Most Overbought & Most Oversold - The Relative Price Score introduced our...
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Japan & Korea @Smartkarma: Sharp, Activist in Korea, Alpine AGM & Zozo
Sharp offering update: C pref conversion going through Mio Kato, CFA provides an update on the Sharp offering. Sharp Corp (6753 JP) cancelled its...
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Japan : Q2 Sector & Company Performance Review
DOMESTIC DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ - The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
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