Silicon Stories E: The Sound of Digital Music
In this review, we look at the evolution of digital music and online piracy, borrowing from our own everyday experience in Thailand (reckoned as...
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Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
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The Week That Was in NorthAsia@Smartkarma: Asatsu, IQOS, JDI, & Subaru
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Asatsu DK took the world by stormThis is arguably the most...
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Japan Equity (Bias & Sector) Seasonality: Q4 Trends
Prior seasonality-related insights such as “Sell In May And Go Away?” - Historical Data Is Mixed, But Summertime For US Equities Isn’t Great. and...
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Sony (6758) - Positive Readthrough from the John Kodera Appointment
The appointment of John Kodera to replace Andrew House as head of Sony's (6758 JP) gaming business is further indication that PS Vue is doing well....
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