Who Do Analysts like and Do Not like After Earnings....
With the full-year earnings season over, we screened for names that picked up the most upgrades and downgrades in the last month. Which companies...
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Toshiba Cracks Widen as MUFG Gets Cold Feet on Credit Lines and Cumbrian Plant Delay Looms
Lender Solidarity FracturingThe Nikkei reported today that Mitsubishi UFJ Financial Group (8306 JP) internally downgraded Toshiba Corp (6502 JP)'s...
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The Week That Was in NorthAsia@Smartkarma: Trucks, Pachinko, and Life Insurance
JapanStrong pick-up truck sales in USNick Tanner suggested paying attention to the continued recovery of US pick-up truck sales for Toyo Tire &...
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Japan Mega Banks Face Sizeable Earnings Risk from US Bonds
Shizuoka Bank Ltd/The (8355 JP) cut its forecast profit by 26% due to mark-downs in its US bond portfolio. This has implications for the major...
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Smartkarma: Special Situations Weekly Update (3 April 2017)
We at Smartkarma Special Situations put out this weekly update to highlight trade ideas we like, key events from the week gone by and what to look...
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