A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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Names Where Analysts Continue to Be Confused....
I really love the cyclical nature of earnings estimates. Companies report full-year numbers and estimates go all over the place. Every year...
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MODEC Visit Confirms Improvement in Order Outlook
A discussion with Modec Inc (6269 JP) yesterday lead us to believe that positive news flow on orders for FPSOs is likely to pick up going forward...
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The Week That Was in NorthAsia@Smartkarma: OLED, ADAS, BWs, ICs, FA, and SAAR
In this week's The Week that was in NorthAsia@Smartkarma, we saw 30+ fundamental, event-driven, or IPO/ECM-related insights for the week in Japan...
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Mitsui Engineering Targets Natural Gas Hydrate as Japanese Shipbuilders Restructure
We wrote on Mitsui Engineering & Shipbuilding (7003 JP) on 14 Feb noting the very high level of its holding company discount, likely due to...
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