Large-Cap Names that Have Gotten a Lot More Volatile Recently....
We screened for large-cap names in Japan that have recently seen a spike in volatility. We calculated Beta over the last 6 months and compared it...
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Japan Equity Opportunities:Â High-Quality Businesses Will Benefit from Sustainable Growth Drivers
External Demand Still the Best Path to Drive Winners in the Japanese MarketDespite the recent uptick in domestic economic activity, we doubt...
200 Views
The Week That Was in NorthAsia@Smartkarma: The "Einhorn Bet", Celltrion Healthcare, & 7,530 Won
There were 26 insights related to Japan and Korea at Smartkarma in the past week. As usual, Travis Lundy, Mio Kao, and Sanghyun Park provided some...
324 Views
Japan Earnings - Thumbnail Preview of Those Reporting Early
This week sees the start of Japan’s earnings season with Yaskawa Electric Corp (6506 JP) reporting on 20th and Tokyo Steel Mfg Co Ltd (5423 JP)...
292 Views
Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
1.9k Views