Indonesian Infrastructure - UnUsual Suspects
Which companies come into your portfolio when you want to invest in Indonesian infrastructure...
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The Week That Was in NorthAsia@Smartkarma - Moon Wins, JPN Autos Report and Obayashi Rd Holders Lose
Korean coverage continued to focus on politics as this week the election of Moon Jae-In took centre stage with Douglas Kim and Prasenjit K. Basu...
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Obayashi Road: Another in a String of Underpriced Takeovers by a Japanese Parent
Major Japanese construction company Obayashi Corp (1802 JP) saw its subsidiary Obayashi Road Corp (1896 JP) list itself in 1971. In the intervening...
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Most / Least Popular Sectors in Japan over Last 2 Weeks....
Over the last 2 week we saw a dip in the number of Analyst Upgrade/Downgrades, most likely due to the fact Earnings is right around the corner....
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Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
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