MS-Japan Index Earning Revision (May): Mitsubishi, Takeda Pharmaceutical, Mitsubishi UFJ Financial
We analyzed MS-Japan's consensus for May 2026 and highlighted changes of EPS in Mitsubishi, Takeda Pharmaceutical, Mitsubishi UFJ Financial, Orix,...
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Japan Fashion E-Commerce Review: More Competition Coming for ZOZO and Rakuten
Fashion is already the largest single category online, but it also a sector that is developing rapidly. While the bulk of sales come from the...
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Smartkarma’s Week That Was in JP/KR: -0.3% GDP Growth, Intel's Warnings, & The Next Joker?
KOSPI is up 7% YTD and Nikkei is up 11% YTD. South Korea reported horrible GDP data in 1Q19. It was reported in the past week that South Korea's...
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🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
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DoCoMo Pricing Plans: Not as Bad as Feared
DoCoMo unveiled its long-anticipated mobile pricing plans including headline discounts of 30-40% off current mobile pricing. At the October 2018...
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