JAPAN FLOW Redux : Foreign Investor Flows (Still) Matter, and They Are (Still) Cyclical
A Bloomberg story this past week titled "A $35 Billion Selloff Is Pulling Down Japan's Stock Market" (link) got tweeted into my Twitter timeline so...
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Retail Ranking FY2017-18: Winners and Losers in Japanese Retailing
JapanConsuming’s retail ranking for FY2017 has now been compiled, and the results show that the retail industry enjoyed another extremely good year...
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Altaba Tender VWAP Day and Estimating Pro-Ration
As per the original Altaba Inc (AABA US) announcement (link to first announcement, link to extension announcement) of a Tender for its own shares...
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Japan: Results & Revisions Update - Slowing Momentum Confirmed
DOUBLE-DIGIT YOY GROWTH BUT RISING COSTS A CONCERN- 27% of Japanese listed companies reported earnings results last week. In aggregate, the group...
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Japan & Korea@Smartkarma: All About Altaba, Automation and Autos Apparently
Two quiet weeks when holidays, the world cup and a dominance of macro had readers attention diverted were punctuated by a series of announcements...
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