🇯🇵 JAPAN • Results & Revisions Daily Roundup - 12th February ▲9449 6273 7309 ▼ 3769 6367 4324
12TH FEBRUARY ROUNDUP - 272 results and 122 revisions announcements were made yesterday. Our Results Score declined by another 18 basis points to...
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This Month in Blockchain & Cryptos: Bitcoin Price Rally in 2020, OverFuture's Digital IPO, & Vakt
Both Bitcoin and gold prices are rallying this year and this is probably a sign of a HEDGE against political instability in China, in our view....
399 Views
Smartkarma Originals
Corporate Governance In Japan
If effectively implemented, the Japan Corporate Governance Code, the Japan Stewardship Code, the Engagement Guidelines and the CGS Guidelines would...
858 Views
Smartkarma Originals
GMO Internet: Listed Holdings Preferred
Applying a deconsolidated book value for the unlisted operations, I see GMO Internet (9449 JP) at a ~30% discount to NAV, a reasonable level for an...
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Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
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