MUFG & PT Mandala Multifinance - Too Small To Matter, LT Perspective ROA Is Key
MUFG's purchase of Mandala in Indonesia may sound enticing, but the reality is that this is too small to matter, while perspective shows no major...
462 Views
The Week That Was in ASEAN@Smartkarma - Rationalizing Grab, Bank Rakyat Rising, and Big C Retail IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
473 Views
JPX Margin Trading Weekly (Aug 7th): Kioxia, Taiyo Yuden, Tokyo Electron, SoftBank, Toyota Motor
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Taiyo Yuden (6976 JP), Tokyo Electron (8035...
106 Views
[Quiddity Index] The TOPIX Change in Oct26 - Part III (INs Vs OUTs - Borderlines Are Trading Opps)
The TOPIX Rebal is interesting. One pricing date, on a long flat tail of rankings, to determine whether to buy or sell 5-40x ADV. That kicks up...
287 Views
Good Morning Japan |UBScs - Wedding Vows Sealed; NUGGET: MOL-Diversification Can't Come Fast Enough
CS is no more as UBS steps in with a rescue. Japanese markets are expected to open strong today following the UBS rescue of Credit Suisse + global...
436 Views