Stock Picking Does Not Matter in Financials but Does in Retail Trade......
I have always wondered why there were Bank Analysts in Japan. The correlations between the different names are so high that it just does not really...
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Diverging Credit Quality to Worsen at Mega Banks Vs. Peer Banks?
The mega banks in Japan are seeing non-performing loans (NPLs) rising from foreign offices, not from domestic operations. The impact is a divergent...
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The Week That Was in NorthAsia@Smartkarma - Catwoman's Cosmetics, Basquiat, And "Mr. G. Shepherd"
In this week's "The Week that was in NorthAsia@Smartkarma,"Â we interview Ally Park, Smartkarma's latest independent insight...
555 Views
Who Do Analysts like and Do Not like After Earnings....
With the full-year earnings season over, we screened for names that picked up the most upgrades and downgrades in the last month. Which companies...
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Toshiba Cracks Widen as MUFG Gets Cold Feet on Credit Lines and Cumbrian Plant Delay Looms
Lender Solidarity FracturingThe Nikkei reported today that Mitsubishi UFJ Financial Group (8306 JP) internally downgraded Toshiba Corp (6502 JP)'s...
376 Views