Smartkarma's Week That Was in JP/KR: BOJ Again, JP/KR Earnings! & SK Telecom
Last week was a week of earnings releases for Japan analysts in this Smartkarma community. I have picked up several earnings insights from the...
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Sanyo Special Steel Special Deal with NSSMC - A Steal? Or Stolen?
In mid-March this year, Sanyo Special Steel (5481 JP) and Nippon Steel & Sumitomo Metal (5401 JP)announced that they had commenced discussions...
553 Views
Trade War: Schoolyard Bully Logic Says China Just Signaled That It Would Cave
Following the previously telegraphed move by the US to begin the process of levying tariffs on a further USD200bn in Chinese goods, markets...
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Promising High Correlation of 84% - Steel Company Profitability Vs Steel and Raw Material Prices
Profit figures of the steel companies are highly correlated with the prices of Steel and the prices of its raw materials. Steel profitability is...
440 Views
Japan : Q2 Sector & Company Performance Review
DOMESTIC DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ - The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
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