Shift Inc: Key Beneficiary of Shift in Software Testing Towards Outsourcing in Japan
There is no evidence that Shift’s revenue growth is decelerating and as per consensus estimates, Shift’s revenues will hit JPY100bn by the end of...
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Nomura Research Institute ToSTNeT-3 Buyback
NRI is one of the higher-multiple (forward consensus EV/EBIT or EV/EBITDA) Japanese IT service companies. There is a *PRE-OPEN* ToSTNeT-3 buyback...
249 Views
Global Equities Headed Up and to the Right: Technology, Health Care Leading
Our weight of the evidence approach leads us to believe the market remains in the early stages of a broad-based advance, meaning a buy-the-dip...
451 Views
Japan Fortnightly Update: Drip, Drip, Drip...
DRIP, DRIP, DRIP - We 'lead' this fortnight's update with our All-Market Composite Results & Revision Score. Calculated daily, the score is a...
333 Views
M&A: A Round-Up of Deals in January 2019
For the month of January, seventeen new deals were discussed on Smartkarma with an overall deal size of US$91bn, with ~81% of that figure from the...
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