Fanuc (6954) - Forget Yaskawa...a Slowdown Is Coming
The market should ignore the positive read-across from Yaskawa results. Fanuc is more correlated with machine tool orders. We see signs of a...
1.4k Views
After 20yrs, Nikkei 225 Proposes Minor Impact Rule Changes (Nintendo Disappointment?)
TWENTY YEARS after its last major index methodology review, the Nikkei has proposed changes to the Nikkei 225. Existing constituents are not...
608 Views
Shibaura Machine ā A Response
This is to address some of the points raised by Travis Lundy in Toshiba Machine - Taking the Other Side. While we agree with Shibaura Machine...
610 Views
šÆšµ JAPAN ā¢ Summer Results & Revision Scores - Large Caps
INTRODUCTION - Following on from our previous Insights covering the Market Composite, Sector and Peer Group Aggregate Results and Results &...
589 Views
š°š· šÆšµ That Was The Week That Was in North Asia - 13th-18th May - "Events, Dear Boy, Events".
A busy week for Smartkarma's North Asian team as the spring earnings announcements reached their peak in Japan after the extended Golden Week...
617 Views