🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
683 Views
Merger Arb Mondays (01 Jun) - Taiyo, Kodensha, Shinko Shoji, Atlas, Qoria, OOh!media, Tourism Hldgs
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
172 Views
Smartkarma Originals
🇯🇵 Japan • Internet Sector Review - 'Japan Passing'
There are currently 241 listed Japanese companies that can be categorised as Internet businesses. Our classification overlaps with the TOPIX-33...
1.6k Views
Japan E-Commerce: Digital to Influence 45% of All Retail Sales by 2025
E-commerce is set to account for 15% of retail sales in 2025, double the size of any other channel, and become the biggest channel for physical...
1.2k Views
Loyalty Points In Japan: More Loyalty, More Points and the Conduit to Cashless Payments
Japan has a vast number of competing loyalty programmes and until five years ago Japanese consumers would often have as many as 10 loyalty point...
1k Views