Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
376 Views
The Week That Was in NorthAsia@Smartkarma: Oct 1 Beware Daniel Hellberg's Sarcastic Dog
Familiar themes dominated news in North Asia this week. North Korea continued grabbing headlines as expanding sanctions sparked worries regarding a...
323 Views
Electrification and Autonomous Trends Reshaping Auto Industry…
Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and...
643 Views
Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
1.9k Views
JPX Margin Trading Weekly (Apr 17th): Kioxia, Advantest, SoftBank, Lasertec, Fujikura
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Advantest (6857 JP), SoftBank (9984 JP),...
276 Views