August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
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Names in Japan that Have Run Too Much and Ones that Have Not Run Enough....
With TOPIX up 30% since last July we thought we would revisit our Overbought/Oversold screens and look for names that have potentially run too much...
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The Week That Was in NorthAsia@Smartkarma - Catwoman's Cosmetics, Basquiat, And "Mr. G. Shepherd"
In this week's "The Week that was in NorthAsia@Smartkarma," we interview Ally Park, Smartkarma's latest independent insight...
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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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Looking Towards FY3/18 - New Overall Japan OP Expected to Grow 8% in the Coming Year....
With full-year Earnings Season basically over, we put together some aggregate numbers to see how Japanese companies did and what is the new...
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