Konami (9766): Readthrough from Its Casino Interview
Konami's (9766 JP) management interview with Bloomberg, on the subject of casinos in Japan and its involvement in them, is interesting at a number...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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The Week That Was in NorthAsia@Smartkarma
This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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Global Capital Trends In Real Estate In 2016
Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial,...
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The Week That Was in NorthAsia@Smartkarma
This is the second report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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