Leakage Report - 5/8/17 - Crazy Volume on First Day Back from Golden Week....
48 out of the approx. 350 names to announce earnings in the next 3 days moved on more than 2 standard deviations of volume. All but one, Otsuka...
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Panasonic Launches Tender For Panahome... Still Light.
In late December, Panasonic Corp (6752 JP) and Panahome Corp (1924 JP)announced they would merge. This was an event that Japan observers of parents...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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The Week That Was in NorthAsia@Smartkarma
This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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Global Capital Trends In Real Estate In 2016
Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial,...
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