China Mobile Ad Opportunity: Overhyped or Underappreciated?
Advertisers continue to search for cost-effective ways to reach users on digital platforms, where they are spending ever more of their time. Not...
164 Views
The Week That Was in NorthAsia@Smartkarma: Japan Technical Bulls, Sosei & Jin Air/CTK Cosmetics IPOs
With earnings season coming to a close, content was lighter this week in Japan and Korea. Douglas and Sanghyun provided coverage on the upcoming...
208 Views
Nikkei Mushroom Part 2 - Buy Back Levels
We have liked Japan since 2016 with a base long from Nikkei 17,000 and the fresh buy call at 21,020 with the bet that this breakout would force a...
163 Views
Kakaku.com (2371): Share Buyback and New Initiatives
Last week Kakaku.Com Inc (2371 JP) announced that tabelog has begun support for Google Home, Google Home Mini and the Google Assistant app for...
171 Views
Buying Japan Tech Stocks
We have maintained our macro bullish view in the Nikkei from 17,000 and see increasing evidence that we will be able to clear the all mighty 21,000...
143 Views