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...
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Which Sectors Look Cheap and Which Are Probably Overvalued....
We compared the different sectors PBR levels in Japan to see which sectors may be still undervalued and which may have gone up a little too much....
511 Views
Diverging Credit Quality to Worsen at Mega Banks Vs. Peer Banks?
The mega banks in Japan are seeing non-performing loans (NPLs) rising from foreign offices, not from domestic operations. The impact is a divergent...
240 Views
The Week That Was in NorthAsia@Smartkarma: Lineage, Moonjaeinnomics, Toshiba and 3D Touch Sensor
A hidden gem in OLED sphereJL Warren Capital gives us an interesting OLED stock to watch in the long-term. This company is called Nissha Printing...
316 Views
Japan Mega Banks Face Sizeable Earnings Risk from US Bonds
Shizuoka Bank Ltd/The (8355 JP)Â cut its forecast profit by 26% due to mark-downs in its US bond portfolio. This has implications for the major...
295 Views