Reflecting on 2017 and Core Ideas to Start 2018
2017 was an eventful year for us. Our experience writing for Smartkarma inspired us to join forces with Finatext, an alternative data/fintech...
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The Week That Was in NorthAsia@Smartkarma: Japan Technical Bulls, Sosei & Jin Air/CTK Cosmetics IPOs
With earnings season coming to a close, content was lighter this week in Japan and Korea. Douglas and Sanghyun provided coverage on the upcoming...
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Nabtesco - Another 25%+ Outperformance to Come
Nabtesco broke out of a 5-year bullish reversal pattern in August and has spent some weeks consolidating away the short-term overbought condition. ...
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Fanuc: Orders Peaked in 1Q, Sector Share Prices Weak, This Could Be the Top
Fanuc reported relatively strong 2Q numbers yesterday with revenue of JPY179bn and OP of JPY56.9bn, keeping OPM above 30% for the second quarter in...
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Yaskawa: Still Like the LT Prospects but It's Finally Time to Exit (For Now)
Yaskawa Electric reported a stellar 2Q yesterday with OP up 10% QoQ, even against the record setting 1Q results and the company raised guidance to...
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