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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Last Week in Event SPACE (22 July 2017)
No mangalores last week, no krakens this week. But more on Global Logistic Properties Ltd (GLP SP) and those non-conditional regulatory approvals;...
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The Week That Was in NorthAsia@Smartkarma: The "Einhorn Bet", Celltrion Healthcare, & 7,530 Won
There were 26 insights related to Japan and Korea at Smartkarma in the past week. As usual, Travis Lundy, Mio Kao, and Sanghyun Park provided some...
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SK Hynix Says It Will Not Give up Toshiba Voting Stakes - Why Hynix So Obsessed with Toshiba?
Would SK Hynix Inc (000660 KS) give up voting stakes? According to the most recent article from Korea, SK Hynix is reaffirming that it will not...
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A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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