Decent June Quarter Results Delivered Relief and Confidence; Raise Panasonic's FVE to JPY 1,950
We revise our fair value estimate for Panasonic to JPY 1,950 from JPY 1,900 after the decent June quarter result, which was above our forecast....
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Sharp--Q1 Is First Lackluster Set of Results Since Hon Hai Takeover
After 11 months of incessant positive news flow, numerous earnings beats and guidance hikes since Hon Hai took its controlling stake in the...
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Sharp Said to Have Powerful Q1 Profit
Japan's financial daily, the Nikkei Shimbun, previewed Sharp's Q1 earnings today, saying that sales during the April to June (Q1 of fiscal 2017)...
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The Week That Was in NorthAsia@Smartkarma: Nikkei 225, Toshiba, Idemitsu, SK & Celltrion Healthcare
The Toshiba saga was again in the limelight last week. Travis Lundy and Mio Kato, CFA briefed us about recent developments. Mio says in his...
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Sector Capsule: Refrigeration Appliances in Japan
Headlines Refrigeration appliances sees 5% volume growth in 2016 to reach 4.2 million units. Demand for refrigeration appliances rebounds following...
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