The Week That Was in NorthAsia@Smartkarma: The "Einhorn Bet", Celltrion Healthcare, & 7,530 Won
There were 26 insights related to Japan and Korea at Smartkarma in the past week. As usual, Travis Lundy, Mio Kao, and Sanghyun Park provided some...
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SoftBank - Cut Through the Noise and Focus on What Drives Its Value
Discount to NAV at -2x standard deviation, level looks good for SoftbankOver the past few months, Softbank Group Corp (9984 JP) 's discount to NAV...
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JAPAN PASSIVE: The BOJ and Japan ETFs
Just under a year ago I wrote a piece about the BOJ's ownership of Japan ETFs called JAPAN FLOW II: Just What ETFs Does the BOJ Buy? Could We See...
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Sprint (S) - Son Looks to Bring in Some Big Guns
According to various press reports out of the US, Softbank's (9984 JP) Son is looking to bring in some big money investors into Sprint Corp (S US)...
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Yahoo Japan (4689) - More Differentiated than Is Credited
A recent Nikkei article compares Yahoo Japan (4689 JP) (YJ) with its two biggest rivals, Rakuten (4755 JP) and Amazon Japan, and concludes that...
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