Japan: What to Buy & Sell if the ¥ Rises to 90
CURRENCY DRIVER - The ¥/US$ cross rate has strengthened by 5.3% since the recent US$ peak of ¥114.20 on November 12th 2018, which has led some FX...
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Coca-Cola Bottlers Japan Buying Back Big. Again. Expect Even More Later
Earlier this year when Ricoh Co Ltd (7752 JP) was under fire for a variety of reasons (which ended up including a set of impairment charges of...
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JPX Nikkei 400 Rebalance Event 30 Aug - Volumes Low So Far On Many Names
As discussed in JPX Nikkei 400 Rebalance - 2018 Edition a bit over two weeks ago, the traditional JPX Nikkei 400 Rebalance events are not great...
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Ricoh (7752 JP) Forecasts US$1.6bil Loss
Ricoh Co Ltd (7752 JP) announced that it was taking impairment charges of ¥140bil on Ikon and a ¥40bil charge on its purchase of Mindshift, with...
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The Two Weeks in NorthAsia@Smartkarma That Were: BOJ/N225, Buybacks, & Biosimilars
The past two weeks involved a long Chinese New Year holiday for many so last weekend's Week That Was was carried over. The "slow" two week period...
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