Cross-Shareholdings Alive and Well in Japan....
I am old enough to remember when cross-shareholdings was a huge problem in Japan and all companies needed to immediately unwind all of their...
194 Views
The Week That Was in NorthAsia@Smartkarma: JDI, Japan Banks, Blockchain, & TOPIX
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Refreshed thesis on JDI Mio Kato, CFA visited JDI and...
179 Views
Japan's Banks: A Value-Quality Heat Map
Japan's banks are just too "bombed out" to ignore.This has been so for awhile now, you may say. And you'd be right. But we see selective light at...
387 Views
High Beta Names Do Not Do Well in June....
We went and backtested the seasonality of the different factors and found that names with a high Beta to TOPIX tend to underperform in June. As you...
343 Views
Analyst Viewpoint on Consumer Finance : Japan
The analyst viewpoint series features interviews with analysts from several of the 46 markets covered in Euromonitor’s Consumer Finance research...
1.9k Views