The Week That Was in NorthAsia@Smartkarma: Chiyoda, Rise of JOLED, IFRS 15, & Japan Strategist
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Chiyoda: interesting entry opportunity This Chiyoda...
387 Views
No Need for Autos, Banks or Insurance Analysts, Just Get a Good Japan Strategist....
I have known a number of good Autos, Banks and Insurance Analysts. However the names in the sectors are so highly correlated to TOPIX that there...
378 Views
Japanese Banks: Silver Lining in Digital Banking Lies in Cost Savings
Better regulations and technology benefits will increase disparity among Japanese banks; Mitsubishi UFJ Financial Group (8306 JP) remains our top...
205 Views
[Japan Event] Rakuten Bank (5838) - New Fintech Holding Would Be Positive IF Done Right
Rakuten Bank is the worst-performing listed bank in Japan in the last 11+ months despite strong earnings growth. Everyone else's PER multiple is...
377 Views
Analyst Viewpoint on Consumer Finance : Japan
The analyst viewpoint series features interviews with analysts from several of the 46 markets covered in Euromonitor’s Consumer Finance research...
2.1k Views