🇯🇵 Japan • FA & SPE - Calling Bottoms and Tops
There has been much discussion on Smartkarma in the last week on the 'overexuberance' in Japan's semiconductor production equipment ("SPE") and...
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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...
411 Views
🇰🇷🇯🇵 That Was The Week That Was • North Asia 12th ~18th August 2019 @Smartkarma
• TW3 NORTH ASIA 12~18 AUGUST •Smartkarma's North Asian Insight providers produced 20 new Insights this week, evenly split between 'bullish' and...
375 Views
🇯🇵 JAPAN • Summer Results & Revisions - Market Composite & Sectors - Third Down
• MARKET COMPOSITE - AGGREGATE RESULTS •THIRD DOWN QUARTER - This Insight will review the aggregate results for the 3774 listed Japanese companies...
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Harmonic Drive: Not Out of the Woods
Harmonic Drive Systems (6324 JP) reported 1Q earnings on Friday with results surpassing consensus as the revenue decline was milder than expected,...
408 Views