Sector Capsule: Home Video in Japan
LCD TVs records a 4% retail volume increase in 2017 as sales reach 5.6 million units 4K TVs gain further share in LCD TVs BD players declines by...
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Price Momentum and Earnings Revisions Do the Best in September / Value Does Not Do Well....
We looked at what factors do the best in September in Japan and as you can see by the chart below found that longer-term price momentum  and...
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The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
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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...
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A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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