Diverging Credit Quality to Worsen at Mega Banks Vs. Peer Banks?
The mega banks in Japan are seeing non-performing loans (NPLs) rising from foreign offices, not from domestic operations. The impact is a divergent...
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Topix Banks & MUFG
8306 JP (MUFG)PREFERRED CASEBullish above 680 to 850. (740 surpassed will confirm a direct rise to 780).TPNBNKPREFERRED CASEBullish above...
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High Beta Names Do Not Do Well in June....
We went and backtested the seasonality of the different factors and found that names with a high Beta to TOPIX tend to underperform in June. As you...
343 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...
468 Views
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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