Smartkarma’s Week That Was in JP/KR: -0.3% GDP Growth, Intel's Warnings, & The Next Joker?
KOSPI is up 7% YTD and Nikkei is up 11% YTD. South Korea reported horrible GDP data in 1Q19. It was reported in the past week that South Korea's...
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ZOZO: No More Thank Yous and Less Profit Too
ZOZO's (3092 JP) announced its FY18 results today, with operating profit down 21% despite sales increasing by 20.3%.What was more surprising was a...
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Aeon: Where’s the Digital Strategy?
In 2017, Aeon (8267 JP) said it would spend ¥500 billion on logistics and digital infrastructure to grow online sales to ¥1 trillion by 2020.Two...
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NTT Vs Docomo: Where To From Here?
Last November when the "Docomo Shock" of lower pricing come April 2019 was announced on 31 October, the surprising result was that NTT (Nippon...
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🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
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