Japan Short Interest - The Numb3rs
The short notional in the market for the week ended 23 August is US$24.95bn with the largest short positions in Itochu Corp (8001 JP), Toyota Motor...
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Renesas: Past the Bottom but Expect an L, Not U-Shaped Recovery
Renesas Electronics (6723 JP) is up 6% in a weak market following the announcement of better than expected results yesterday and we believe this is...
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Another Move by Denso to Accelerate Its ADAS Game
It was reported last week that Toyota Motor (7203 JP) and Denso Corp (6902 JP) will partner again to form a separate venture that would assist the...
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Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
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🇰🇷 🇯🇵 That Was The Week That Was North Asia - 10-16th June 2019 @Smartkarma
TW3 NORTH ASIA 10-16TH JUNESmartkarma's North Asian Insight providers were overwhelmingly bullish this week. In the Event-Driven space, Sanghyun...
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