KDDi (9433) - Are Slowdown Fears Overblown?
Trading on a PER of 13x, FY16 EV/OP of 9x and a dividend yield of almost 3%, it is hard to find fault with KDDi (9433) as an investment, yet the...
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Avex (7860): Shutting Down GEOCHANNEL
Analyst Thao Nguyen comment Avex announced on March 31st that it is shutting down GEO CHANNEL, which is a subscription video on demand (SVOD)...
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The Week That Was in NorthAsia@Smartkarma - Pearls, Galaxy S8, and Okinawa
Japan: New Street Research wrote some great research on Softbank Group Corp (9984 JP) called Softbank 2.0 Is Coming But, for Now, Upside Is Driven...
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Alibaba: Room to Grow from ECommerce and Cloud Services
We have been relatively cautious on Alibaba (BABA US) since prior to listing. Our concerns have centered on corporate governance issues...
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The Next Big Thing In Space Exploration
Space, the final frontier, is less of a mystery today than a few decades ago. Decades ago, news of a launch of a space probe would make it to the...
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