Biggest Moves in Consensus and Best Performers After 1H Announcements in Japan....
With 1H Earnings Season basically done, we went back and screened for names with the largest changes in consensus estimates after results were...
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A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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Names Where Analysts Continue to Be Confused....
I really love the cyclical nature of earnings estimates. Companies report full-year numbers and estimates go all over the place. Every year...
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The Week That Was in NorthAsia@Smartkarma: OLED, ADAS, BWs, ICs, FA, and SAAR
In this week's The Week that was in NorthAsia@Smartkarma, we saw 30+ fundamental, event-driven, or IPO/ECM-related insights for the week in Japan...
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Japan: (Forecast) Global Index Changes in March & Big Outperformance
There could be 41 changes for the index in March. The passive trading impact is high for most stocks. The adds and upward migrations have...
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