The Cheap Japanese Basket: Year-End Portfolio Review and Reasons Why I Remain Bullish
I initially began my cheap Japanese basket in March 2023 and now that 2023 has come to an end, let’s take a look at how everything worked out.
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Updated Thoughts on Some of My Biggest Positions In The Cheap Japanese Basket and Some New Positions
Dynam Japan is the largest operator of Pachinko halls in Japan. The company has been profitable for the past15 years, though profits have been in...
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Smartkarma's Week That Was in JP/KR: Value in Autoparts, JDI & Hyundai Mobis Restructuring Updates
Macro dominated in the last week as markets were relatively benign with TOPIX flattish and KOSPI up 0.7% going into Friday before concerns about...
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The Week That Was in NorthAsia@Smartkarma: Korean Pref, Kansai Mirai Arb, JDI Rise, & SE Stock Split
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Time to pay proper attention to Korean pref sharesI...
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The Right Trade May Be Hitachi
Hitachi is getting to the end of its Core vs Non-Core restructuring campaign. Two remaining subs have newsflow, and earnings announcements shortly....
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