Musings: Governance and the Vulnerabilities of the Japanese Management Style
With Kobe Steel Ltd (5406 JP) contributing to a recent string of scandals across corporate Japan that has included Nissan Motor Co Ltd (7201 JP),...
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Sector Capsule: Imaging Devices in Vietnam
Digital cameras records a volume decline of 2% to 242,000 units in 2017 Digital cameras witnesses a premiumisation trend in 2017 Fixed lens...
367 Views
Sector Capsule: Imaging Devices in Japan
Digital cameras see 10% retail volume decline to reach 3.2 million units in 2017. Fixed lens cameras loses ground in digital cameras to SLR...
388 Views
August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
735 Views
The Week That Was in NorthAsia@Smartkarma: OLED, ADAS, BWs, ICs, FA, and SAAR
In this week's The Week that was in NorthAsia@Smartkarma, we saw 30+ fundamental, event-driven, or IPO/ECM-related insights for the week in Japan...
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