Global Banks: Any Takers for the Unloved?
We are on the hunt for banking assets with poor technical momentum, strong fundamental trends, and cheap valuations.We drill into detail to find...
435 Views
Japan Fortnightly Update: Market PE at ‘Abe-Era’ Low
GOOD RESULTS/WEAK MARKET - It may just be because the ‘Obon’ holidays start next week, but the Japanese equity market has greeted the seventh...
377 Views
Fukushima Bank (8562 JP): Years of Living Dangerously
Compared with, say, megabank Mitsubishi Ufj Financial (8306 JP) whose capitalization now exceeds ¥9.58 trillion (US$86.14 billion), little...
309 Views
The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
371 Views
Last Week in Event SPACE: Sanyo Special, Fast Retailing, Danamon, BTPN, Fairfax, Hankuk
Last Week in Event SPACE ... The results of the discussions between Sanyo Special Steel (5481 JP) and Nippon Steel & Sumitomo Metal (5401...
394 Views