Japan Equity Opportunities: High-Quality Businesses Will Benefit from Sustainable Growth Drivers
External Demand Still the Best Path to Drive Winners in the Japanese MarketDespite the recent uptick in domestic economic activity, we doubt...
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Stock Picking Does Not Matter in Financials but Does in Retail Trade......
I have always wondered why there were Bank Analysts in Japan. The correlations between the different names are so high that it just does not really...
139 Views
The Week That Was in NorthAsia@Smartkarma - Catwoman's Cosmetics, Basquiat, And "Mr. G. Shepherd"
In this week's "The Week that was in NorthAsia@Smartkarma," we interview Ally Park, Smartkarma's latest independent insight...
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Who Do Analysts like and Do Not like After Earnings....
With the full-year earnings season over, we screened for names that picked up the most upgrades and downgrades in the last month. Which companies...
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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...
353 Views