Most Seasonally Volatile Names and What to Expect in April.....
It has always fascinated me that in Japan price performance can be so seasonal. Take Toyota Motor Corp (7203 JP) for instance, over the last 30...
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Launching Coverage of Don Quijote With Narrow Moat and Stable Moat Trend Ratings; FVE of JPY 5,600
We initiate coverage of Don Quijote Holdings Co Ltd (7532 JP), or Donki, with a fair value estimate of JPY 5,600, and assign it narrow moat and...
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The Week That Was in NorthAsia@Smartkarma: Toshiba, a Failed Block Trade, and the Samsung Verdict
This week has been a relatively "slow week" with many people on holidays across the region but plenty to hold one's interest on Smartkarma. A...
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Don Quijote (7532) Great Business, Long Term Buy
Certainly the shares are not cheap but this will remain a long term winner in Japan’s retail space. It is an extremely well run business and has a...
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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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