Smartkarma's Week That Was in JP/KR
This past week (Friday to Friday) saw 196 insights published: 29 on China and HK stocks and another couple dozen on greater China themes and...
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Could / Should Japanese Mobile Phone Bills Be Cut 40%?
Japan’s Chief Cabinet Secretary, Yoshihide Suga, clarified his recent remarks about the need to bring down Japanese mobile phone bills, including...
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Japan: Seasonality - "Sell in July and Say Goodbye...Please Come Back on Culture Day"
IN ONE SENTENCE - If you wish to read no further, this insight can be summarised as - 1st Half > 2nd Half + 1st Quarter > 2nd Quarter >...
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Japan Telcos (SoftBank, 9984 JP; Docomo, 9437 JP; KDDI, 9433 JP) Pushed to Improve Pricing Practices
In a public speech, Chief Cabinet Secretary Yoshihide Suga said mobile carriers had room to lower bills by 40 percent. These and other comments may...
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JAPAN FLOW Redux : Foreign Investor Flows (Still) Matter, and They Are (Still) Cyclical
A Bloomberg story this past week titled "A $35 Billion Selloff Is Pulling Down Japan's Stock Market" (link) got tweeted into my Twitter timeline so...
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