🇯🇵 JAPAN MARKET UPDATE • Relative Value: Short-Term Buy On Japanese Equities
RELATIVE VALUE - Since the recent peak of December 17th, the TOPIX Index has fallen by 28% in 56 trading days. The -0.57% daily average rate of...
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Smartkarma Originals
A Forensic Analysis Tool for Detecting Accounting Red Flags: Focus on Developed Asia
In this Smartkarma Original, we bring to you a forensic analysis tool that scores companies across Developed Asia on their accounting risk. We use...
1.5k Views
Japan: Fortnightly Update - Nidec Leads the Way
“I’ve been a manager for almost half a century, but this is the first time I’ve seen such a large single-month drop in orders for us. What we...
523 Views
Outsourcing (2427): High Fixed Cost Burden but Stronger Balance Sheet Opens Up Growth Again
Yesterday, Outsourcing Inc (2427 JP) announced a new share offering. A large one. And for keen watchers of the stock it was probably flagged by the...
436 Views
Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
347 Views