5G Is Coming – Don’t Panic. Sensible Plans from SoftBank (9984 JP), Docomo (9437 JP), KDDI (9433 JP)
5G sounds great, right? – faster speeds, more capacity, improved efficiency – but what does that really mean? The reality is that 5G isn’t needed...
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Buy SEMCO on Potential Year-End Window Dressing: Consider Shorting Murata For a Hedge
The recent shorting campaign on Samsung Electro Mechanics Co, Ltd. (009150 KS) hasn't really paid off yet as the price has stood firm. As...
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2018 Annual Nikkei 225 Rebalance - Small Potatoes As Expected
Today after the close the Nikkei Inc announced the results of the Annual Review for the Nikkei 225 and the Nikkei 300. In the Nikkei 225,...
714 Views
Japan Fortnightly Update: Market PE at ‘Abe-Era’ Low
GOOD RESULTS/WEAK MARKET - It may just be because the ‘Obon’ holidays start next week, but the Japanese equity market has greeted the seventh...
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JAPAN PASSIVE - BOJ To Buy Less Nikkei 225? Highly Likely
In both my insight last week JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 and my piece in February The BOJ's Ongoing ETF Impact - Is a...
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