1Q Results a Good Start in Japan - 133 Names Achieved More than 30% of Full-Year OP Guidance....
With approx. 90% of names with mkt-cap above ¥50bn already announcing 1Q results, we looked back to see how companies did. If we look at the...
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The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
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Mitsubishi Tanabe (4508) - Acquisition of NeuroDerm Playing to Strength, Not Weakness
The history of overseas acquisitions by Japanese drug companies is not a pretty one, as they've either overpaid for a skillset (Takeda (4502 JP)...
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RHT Health Trust (RHT SP): Is India Focused Business Trust on KKR Shopping List?
Earlier this year Crispin Francis wrote about RHT Health Trust (RHT SP) and the potential privatization angle at the business trust.Please read:...
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August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
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