Keisei Electric Investor Activism Update: The Vote Count Could Shake Keisei’s Board
Palliser's failed proposal at Keisei's AGM was expected due to ownership landscape. However, near 50% approval could lead to pressure on...
306 Views
IHI (7013 JP): 30% Upside Potential as Aerospace and Defense Rebound
IHI is a relatively cheap defense contractor that stands to benefit from Japan's rising defense budget. Sales and profits should rebound this year...
252 Views
Rohm (6963 JP): Negative Scenario Discounted
A 43% decline from its 52-week high has largely discounted the collapse of earnings. This year's guidance is "severe" and projected valuations for...
338 Views
Smartkarma Originals
ASEAN EV Ecosystem Update: Initiatives to Build a Regional EV Ecosystem Continues
ASEAN countries continue to invest on developing the EV markets. The price war among Chinese EV players has escalated, and European and Japanese...
1.1k Views
Hamamatsu Photonics (6965 JP): Look Cautiously to the Long Term
Management blindsided by weak 2Q, but sharp cut to guidance largely discounted. Dividend maintained, stock split coming, buyback possible. But...
244 Views