The Week That Was in NorthAsia@Smartkarma: Lineage, Moonjaeinnomics, Toshiba and 3D Touch Sensor
A hidden gem in OLED sphereJL Warren Capital gives us an interesting OLED stock to watch in the long-term. This company is called Nissha Printing...
178 Views
Hit on All Fronts
Loan impairment costs are becoming less benign and more normal, for Mizuho Financial Group (8411), and it couldn’t come at a worse time. Funding...
167 Views
SoftBank - Not A Bank, But the Stock Behaves Like One... And Perhaps It Should
Up until one year ago, shares in Softbank Group Corp (9984 JP) basically moved as a low-beta proxy for Alibaba Group Holding Ltd (BABA US), which...
484 Views
Toshiba Cracks Widen as MUFG Gets Cold Feet on Credit Lines and Cumbrian Plant Delay Looms
Lender Solidarity FracturingThe Nikkei reported today that Mitsubishi UFJ Financial Group (8306 JP) internally downgraded Toshiba Corp (6502 JP)'s...
224 Views
Japan Mega Banks Face Sizeable Earnings Risk from US Bonds
Shizuoka Bank Ltd/The (8355 JP) cut its forecast profit by 26% due to mark-downs in its US bond portfolio. This has implications for the major...
153 Views