International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
334 Views
Dowa Holdings: 2Q Results In-Line but Silver Powder Recovery, Zinc and Indium Prices Are Positive
Dowa Holdings Co Ltd (5714 JP) reported 2Q results of JPY108.2bn revenue (consensus JPY111.6bn), JPY6.4bn OP (consensus JPY7.4bn), current profit...
158 Views
The Week That Was in NorthAsia@Smartkarma: THAAD Again, Toyota, Subaru & Studio Dragon IPO
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Top 50 market cap beaten-down THAAD related stocks that are...
168 Views
SMM: 2Q Results Look Weak Due to Various One-Offs, Underlying Trend Positive, Still Expensive Though
SMM boosted its current profit outlook from JPY97bn to JPY90bn after reporting 1H current profit of JPY46.3bn. This was JPY6.7bn below the...
177 Views
Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidance when they annouce 1H...
356 Views