Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
770 Views
Harmonic Drive – Overvaluation and the ROBO ETF
We have long been perplexed by multiples for Harmonic Drive which, even when earnings were growing depended on optimistic but potentially...
267 Views
Looking at Japan Dividends This Year
The question has been asked about dividends in Japan and what they may look like for the remainder of this year and into 2021. Japanese companies...
432 Views
Keyence – 1Q Weak but It Is the SG&A and Hiring Trend Which Should Be Monitored
We have been touting Keyence as a long hedge against our least favoured pick within the FA space, Fanuc. Since October 2019 the long Keyence, short...
245 Views
Fanuc – Single Stock Bubble Meet Single Stock Pin
We have been harping on the excessive valuations in the FA sector for quite some time, and on Fanuc’s relative overvaluation vs. peers for even...
410 Views