Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
738 Views
The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
315 Views
MILL: Steel Provides Opportunities for Structural Growth
Low price-to-sales and share price is less volatile relative to its sector,and low price volatility versus the Thai market MILL is enjoying a...
348 Views
Euglena (2931) - Seemingly Half-Hearted Attempt to Move Forward on Jet Fuel
It is not surprising both companies have been the subject of high-profile short-sell reports as, on the surface, Euglena Co Ltd (2931 JP) is a...
356 Views
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...
359 Views