Day 6: Fringe81 (6550)
This is installment #6 of my 200-day challenge to do write-ups on 200 Japanese small caps, at the end of which I plan to publish a book (tentative...
Smartkarma Originals
🇯🇵 Japan • Internet Sector Review - 'Japan Passing'
There are currently 241 listed Japanese companies that can be categorised as Internet businesses. Our classification overlaps with the TOPIX-33...
Still United but Mercari Being Refunded
We previously highlighted the odd discrepancy between the values of United Inc (2497 JP) and Mercari Inc (4385 JP). Since our previous comments on...
The Week That Was In North Asia@Smartkarma: Won Depreciation, Mercari, & 11st Spin-Off & Investment
It has been an eventful week in North Asia. The biggest story was the hugely successful IPO of Mercari in Japan. In Korea, SK Telecom continued its...
United (With Mercari) We Stand
United Inc (2497 JP) has demonstrated the ability to make some very savvy investments, most recently illustrated by its 10.5m share stake...
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