Names with Too Much "Other" On the Balance Sheet....
As I have mentioned before, a long time ago I worked at Panasonic in their IR department. One day when I was bored, I went to the Accounting...
672 Views
Stock Picking Does Not Matter in Financials but Does in Retail Trade......
I have always wondered why there were Bank Analysts in Japan. The correlations between the different names are so high that it just does not really...
233 Views
Oversold Financial Sector Moving on Volume in Japan....
We were looking for oversold names that are bouncing on volume and found that the majority of names that met the criteria were in the Financial...
672 Views
Konami (9766): Readthrough from Its Casino Interview
Konami's (9766 JP) management interview with Bloomberg, on the subject of casinos in Japan and its involvement in them, is interesting at a number...
360 Views
The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
3.3k Views