Japan Equity (Bias & Sector) Seasonality: Q4 Trends
Prior seasonality-related insights such as “Sell In May And Go Away?” - Historical Data Is Mixed, But Summertime For US Equities Isn’t Great. and...
295 Views
1Q Results a Good Start in Japan - 133 Names Achieved More than 30% of Full-Year OP Guidance....
With approx. 90% of names with mkt-cap above ÂĄ50bn already announcing 1Q results, we looked back to see how companies did. If we look at the...
574 Views
Solusi Sinergi Digital (WIFI): Normalized Valuation
​Indonesia's high internet penetration is mostly from smartphone data, with low broadband access. Solusi Sinergi Digital Tbk PT benefits from this...
203 Views
The Week That Was in NorthAsia@Smartkarma: Toshiba, Peptidream, and Missiles
It's been a full week for coverage of North Asia on Smartkarma. 30-odd insights on Japan and a dozen on Korea.ToshibaThe big theme of the week, and...
530 Views
The Week That Was in NorthAsia@Smartkarma
This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
445 Views