Autonomous Vehicles Mean Massive Disruption and Opportunity
AVs could change society more than anything else this century, bringing a threat to automakers, but also new markets.We think autonomous vehicles...
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Smartkarma’s Week that Was in JP/ KR: Donki Uny-Fied, Lots of Lotte, Softbank and Isetan Mitsukoshi
As markets melted down, activity on Smartkarma covering Japan and Korea was quite concentrated as Lotte Holdings (004990 KS) moves to restructure...
277 Views
NTT Stub Vs MktCap Near 10yr Lows, Stub Earnings Vs Total Near 10yr High
Last week Chris Hoare at New Street Research wrote about NTT (Nippon Telegraph & Telephone) (9432 JP) in NTT Corp - Now Our Preferred Japanese...
494 Views
Recent Business Happenings in the Americas that May Be “Below the Radar”
Investors using the Smartkarma (SMARTKARMA SP) platform may find useful the following information that could have been missed on developments in...
415 Views
SoftBank (9984 JP) - A Valuation Framework And Preparation for the Domestic Telco IPO in December
In the spirit of October and Halloween, looking at a sum-of-the-parts for Softbank Group (9984 JP) is kind of like piecing together Frankenstein -...
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