š°š· šÆšµ That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6.Ā However, the Macro and...
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GMO Payment Gateway: As Expensive as It Is, This Is Not a Short
We visited Gmo Payment Gateway (3769 JP) a couple of times over the last few weeks to discuss their business model and future prospects. The...
968 Views
Smartkarma Originals
šÆšµ Japan ā¢ Internet Sector Review - 'Japan Passing'
There are currently 241 listed Japanese companies that can be categorised as Internet businesses. Our classification overlaps with the TOPIX-33...
1.5k Views
šÆšµ Japan ā¢ Fortnightly Update - Liquidity Rules
LIQUIDITY RULES - Despite the continuous stream of negative macroeconomic news from Japan and other economies, financial liquidity trends are the...
538 Views
Japan: Winter Results & Revisions Flash - Cycle Earnings Peak Was December 26th
WORST Q SINCE AUTUMN 2016 - Since our last Results Flash in November -Ā Japan: Autumn Results & Revisions Flash - Flatlining + Weakest Quarter...
659 Views