🇯🇵 JAPAN MARKET (& COVID-19) UPDATE - 12th April • To Each Their Own
CONTAINMENT NOT CONTAGION (SO FAR) - In the last week, the number of daily new confirmed cases of COVID-19 has increased from 300-400 to 500-600 of...
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🇯🇵 JAPAN • March Company Relative Price Scores - Playing the Extremes
• RELATIVE PRICE SCORE - COMPANIES • RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to...
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🇯🇵 JAPAN • IT’S A WRAP! Part 2: 2020-Q1 Results & Revision Scores
THREE-YEAR LOW - With Bridgestone (5108 JP)'s results and revision now added, our final tally for this season is a 196 basis point decline in our...
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Readthrough to Japanese FA Sector from Capital's SK Hynix Block Sale
We have been highlighting what we consider to be overexuberance in the rallies within the semiconductor and factory automation sectors lately. The...
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Smartkarma’s Week that Was in JP/KR: Hanjin Kal, JP Ins & Holdings, Nexon, Yaskawa, Koito
The list below is the list of insights published on Smartkarma (out of 100+ this past week) which relate to Korea and Japan. There was, of course,...
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