A Performance Review on Our Recommended Positions for the Last Six Months
In this report, we look at the performances of view on the stocks we covered for the first half of 2018. We covered the Japanese Airlines – Japan...
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Japan: Scoring Results & Forecasts - Part 3 - Company Winners & Losers
INTRODUCTION - The final part of our Results and Forecast/Revision Scores review will look at the leading and lagging performers and forecasters...
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The Week That Was in North Asia @Smartkarma: Do Donkis Rohm the North Korean Shires?
Firstly, apologies for the terrible string of puns, but the image just sticks in our head.Kospi rose 0.66% for the week while Topix rose 1.32%,...
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Iwatani: The Unsexy Ageing Demographic Play with a Pinch of Hydrogen Economy and a Dash of 10x PE
Iwatani Corp (8088 JP) is an Osaka-based small cap of JPY206bn market cap with a daily trading value of around JPY500m that we consider to have...
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Chiyoda: The Next Order Cycle Is Upon Us
Exxon Mobil Corp (XOM US) broke ranks with peers last week, announcing an aggressive capex plan for the next decade, boosting 2018's capex to...
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