Kitano Tatsujin (2930) - Japan's Top Performer in 2017 (And Still Worth Watching for 2018)
Kitano Tatsujin Corp (2930 JP) started 2017 worth about US$50mil, it finished it worth over US$500mil. The "furasato" (home town) eCommerce stock...
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Rakuten's Entry to Telco Market Unlikely to Be Disruptive. Telco Visits Suggest Positive Outlook.
Immediately before the recent Rakuten (4755 JP) announcement that they were looking to enter the telecom market directly, Kirk Boodry met all the...
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The Week That Was in NorthAsia@Smartkarma: 5G, Xi-Moon Meeting, & Independent Research
JAPANNTT DOCOMO - Travis Lundy writes about this company in his note, NTT Docomo : Tender Offer Buyback Event. Travis says that he would want to be...
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Sectors Not Correlated to TOPIX - Retailing, Food & Staples Retailing, and Utilities
We recently published a piece looking at Sectors that are highly correlated to TOPIX. In the piece, we highlight the other side. Sectors that are...
288 Views
Japanese Banks: Silver Lining in Digital Banking Lies in Cost Savings
Better regulations and technology benefits will increase disparity among Japanese banks; Mitsubishi UFJ Financial Group (8306 JP) remains our top...
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