2022 JPX Nikkei 400 Rebal Update - Going the Right Way
JPX Nikkei 400 rebalance is going the right way in the 6 trading days so far, and it wasn't done on Day1 (which was lacklustre). It may be under...
353 Views
Japan's Governance: Construction Quality Issues: Tokyu Construction (1720)
The guidance would include a lot of risk for other construction projects as well as construction quality issues. If the maximum estimated cost is...
129 Views
JPX-Nikkei 400 Rebalance 2021: Pre-Event Basket Adjustments for May-End
We look at the JPX Nikkei 400 Pre-event Rebalance Trade on a monthly basis, checking what is the most likely portfolio as we approach the base date...
239 Views
Japan's Governance: Mid-Term Management Plan and KPI
There are still some inadequately explained KPIs, "While setting a goal of raising ROE, we aim to improve the debt-equity ratio.A company that has...
159 Views
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," we interview Ally Park, Smartkarma's latest independent insight...
440 Views