Smartkarma Originals
A Potential Asian LBO Screening System
With a relatively full slate of large value takeovers in Developed Asia in the past year - often by parents but also by buyout funds - and the...
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🇯🇵 JAPAN • Results & Revisions Daily Roundup - 30th January ▲ 8316•6702•8604 ▼ 6770•9064•4661
30TH JANUARY ROUNDUP - Thre were 194 results and 64 forecasts or revisions announcements yesterday. Of the 85 larger-cap companies reporting...
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EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
412 Views
Global Equities Headed Up and to the Right: Technology, Health Care Leading
Our weight of the evidence approach leads us to believe the market remains in the early stages of a broad-based advance, meaning a buy-the-dip...
446 Views
Japan Short Interest - The Numb3rs
The short notional in the market for the week ended 30 August is US$24.65bn with the largest short positions in Itochu Corp (8001 JP), Toyota Motor...
455 Views