Dowa – Time to Get Involved Again on Large Beat and Punchy Guidance
Dowa Holdings just delivered excellent 2Q results and some very punchy FY guidance. With exposure to a rotation into value, and inflation as well...
247 Views
EM Remains In Favor; Shanghai Comp Breaking Out
Geopolitical concerns aside, a weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving...
498 Views
Global Equity Strategy: The Pause that Refreshes?
We continue to believe the weight of the evidence points to a new leg higher for global equities, a viewpoint that is supported by the several...
363 Views
🇰🇷 🇯🇵 That Was The Week That Was in North Asia - 13th-18th May - "Events, Dear Boy, Events".
A busy week for Smartkarma's North Asian team as the spring earnings announcements reached their peak in Japan after the extended Golden Week...
534 Views
Dowa: Zinc TCs and Drop-Out of One-Offs Should Support Strong Growth This FY as the Bottom Is In
Dowa Holdings (5714 JP) announced results after the close with results disappointing as current profit fell 2.8% below guidance which had already...
439 Views