JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225
The last couple of weeks have seen stories carried in the media about the impact of the BOJ in its equity index ETF buying program. Some of these...
1.6k Views
Last Week in Event SPACE: Evergrande, Yahoo Japan, Samsung Biologics, Idemitsu, Sino Gas
Last Week in Event SPACE ... Evergrande Real Estate Group Limited (3333 HK)'s not so subtle buybacks place it very close to its theoretical...
400 Views
Japan & Korea@Smartkarma: All About Altaba, Automation and Autos Apparently
Two quiet weeks when holidays, the world cup and a dominance of macro had readers attention diverted were punctuated by a series of announcements...
468 Views
Japanese Telcos: Structurally the Most Attractive Wireless Market in the Developed World?
Following a change of analyst, Chris Hoare has taken over coverage of the Japanese telcos. We see Japan as one of the best liquid developed...
476 Views
SoftAltabaYahooBank: Artful Complication with Clarity
Yesterday morning saw announcements from Yahoo Japan Corp (4689 JP) and Softbank Group Corp (9984 JP) which provided more clarity to the Artful...
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