The Topix Vs. Nikkei Skew
With the BOJ announcing yesterday that it would double the upper limit of its ETF purchases to ¥12trn a year and its previous policy shift to...
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Factories Outside of China Now Halting Production as Virus Impact Expands
As a follow up to our note Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled, reports that business...
421 Views
Nintendo – Micro Quantamental Analysis Following 3Q
Nintendo reported an underwhelming 3Q with revenue down 5% YoY to ¥578.7bn (2.3% below consensus) and OP up just 6% YoY to ¥168.7bn (3.8% below...
481 Views
Smartkarma Originals
Corporate Governance In Japan
If effectively implemented, the Japan Corporate Governance Code, the Japan Stewardship Code, the Engagement Guidelines and the CGS Guidelines would...
1.1k Views
Square Enix – What the Witcher Says About Content Synergies and Implications for Game Developers
As we continue to explore the developing ecosystem model for content development companies, we examine the recent impact of Netflix’ Witcher series...
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