Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
935 Views
Smartkarma's Week in JP/KR: SoftbankCorp IPO, Toshiba, J-Banks, Wafers/Semi, Hanjin Kal, BioLogics
This past week featured 165 insights across the Smartkarma platform, with about 25% of them dealing with Japan or South Korea. A list is below.By...
592 Views
In Tough Japanese Banking Market, SMFG Looks Like the Best Bet for Future Returns
We are transferring coverage of Japan's six largest banking groups, all of which we rate as having no moat and a stable moat trend. This includes...
368 Views
JPX Margin Trading Weekly (May 15th): Kioxia, Mitsubishi Heavy Industries, Lasertec, Disco
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Mitsubishi Heavy Industries (7011 JP), Lasertec...
175 Views
The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
508 Views