The Smartkarma Week That Was in JP/KR: Nissan, J-Retail, Tesla/Panny, SK Rights, Biosimilars, Trade
This past week featured ~160 insights across the Smartkarma platform, with 35+ of them dealing with Japan, South Korea, and semiconductors/memory...
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Zozo: Teething Problems for Private Brand and Signs of Hubris
ZOZO (3092 JP) has been losing a bit of its shine of late, with its stock price plummeting and its CEO being hammered in the press and social media...
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Tesla Drifting Away Could Leave Panasonic Struggling to Gain Traction in China
The Nikkei reported on Tuesday that Panasonic Corp (6752 JP) ’s key customer, Tesla Motors (TSLA US) , is looking to locally source its factory in...
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Japan: The Evolution Of (Non-Financial) Market Leadership
28 YEARS OF NON-FINANCIAL MARKET LEADERSHIP - To offer some light relief from the current market, we have compiled a graphic illustrating the...
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Asahi (3333 Jp): I Want to Ride My Bicycle
Life behind bars We believe that Asahi has an interesting secular growth story unrealized by most institutional investors. At a Y37bn market cap,...
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