Japan Fortnightly Update: Watch Out Below
SHORT-LIVED - Over the last two weeks, Japanese equities marched back up and then promptly fell back down, losing 1.5% over the period. We remain...
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SBI Insurance Group IPO: Riding Pets and Harleys to a Premium Multiple
SBI Insurance Group Co Ltd (7326 JP) is the insurance arm of Sbi Holdings (8473 JP), catering to the non-life, life and small amount short-term...
365 Views
Japan: Treasury Share 'Kings' and 'Paupers'
TREASURY SHARES IN JAPAN - As a prelude to an upcoming insight on share buybacks in Japan, this note is a fork of Douglas Kim 's quick note on...
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The Week That Was in NorthAsia@Smartkarma: Chiyoda, Rise of JOLED, IFRS 15, & Japan Strategist
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Chiyoda: interesting entry opportunity This Chiyoda...
239 Views
No Need for Autos, Banks or Insurance Analysts, Just Get a Good Japan Strategist....
I have known a number of good Autos, Banks and Insurance Analysts. However the names in the sectors are so highly correlated to TOPIX that there...
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