JAPAN PASSIVE: Who Owns What 2020?
There are many reasons why active investors in Japan should be interested in understanding the ownership and shareholder dynamics of passive...
715 Views
Komatsu and HCM – Komtrax Suggests Recovery In Store
Komatsu and HCM offer slightly different views on regional recovery paths with Komatsu suggesting developed market demand could recovery earlier...
330 Views
Hitachi's Capital Case - Liquidating Land & Policy Holdings? What About the Subs?
After the close on Friday, Hitachi Ltd (6501 JP) released its full-year earnings (with a news release, presentation, and supplemental materials)....
406 Views
What Do You Buy if the Softbank Mega-Buyback Drives a Nikkei Squeeze?
Softbank stock ended up locked limit up towards the end of the trading day after the company announced a massive ¥4.5trn in asset...
356 Views
Smartkarma Originals
A Potential Asian LBO Screening System
With a relatively full slate of large value takeovers in Developed Asia in the past year - often by parents but also by buyout funds - and the...
1.2k Views