August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
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Toshiba Stress Tests How Far Japan Has Reformed
Toshiba Corp (6502 JP) has asked the Finance Ministry’s regional finance bureau in Saitama prefecture near Tokyo for an extension on filing its...
155 Views
The Week That Was in NorthAsia@Smartkarma: OLED, ADAS, BWs, ICs, FA, and SAAR
In this week's The Week that was in NorthAsia@Smartkarma, we saw 30+ fundamental, event-driven, or IPO/ECM-related insights for the week in Japan...
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Olympus--Dead Money for Momentum Investors; Dip-Buying Time for Long-Term Investors
Olympus generates 98% of its profits from endoscopes sales and has a 70% global share of gastro enteral endoscope systems. Their current line-up is...
263 Views
The Week That Was in NorthAsia@Smartkarma - N Korea, JTEKT's Lowball Acquisition, and Korean IPOs
Welcome back to those returning from Golden Week. Smartkarma's coverage for the week focused on politics in the Korean peninsula and a slew of IPOs...
329 Views