Suzuki Motor's Indian LIB Move - LiB Supply Chain Readthrough
Suzuki Motor announced on April 17th that it had reached a basic agreement to establish a lithium battery (LiB) pack joint venture in India...
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Potential Surpises?? Comparing Foreign and Domestic FY1 EPS Estimates in Japan
With Earnings Season just about to start we wanted to compare domestic broker EPS estimates to foreign broker estimates to see where there are...
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Sharp Corp: Valuations Extreme, Even Before C Share Conversion
A familiar, if somewhat damning, approach to investing in Japan – at least from a dinner party conversation viewpoint – is to take stocks where...
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Andrew on Tech: Rechargeable Battery - The Next US$100bn Industry /Part 1
Over US$100bn industry by 2026E: By assuming BEVs to have 13% of global automotive industry shares at battery cell cost of US$80/KWh and 95KWh...
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Smartkarma: Special Situations Weekly Update (3 April 2017)
We at Smartkarma Special Situations put out this weekly update to highlight trade ideas we like, key events from the week gone by and what to look...
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