2017 Annual Nikkei 225 Rebalance Analyzed
After the close today, the Nikkei announced the changes to its Nikkei 225 Average and Nikkei 300 Index based on its annual rebalance...
649 Views
Toshiba Memory - The INCJ Bid and Why Structure Matters
As suggested six weeks ago in Toshiba Memory Sale - Player Scorecard, the INCJ/DBJ/then-KKR bid was about the perfect combo to solve Toshiba's...
492 Views
Last Week, in Event SPACE (22 May 2017)
In this note, Abertis Infraestructuras SA (ABE SM) & Atlantia SpA (ATL IM) reverse roles in rekindling their connection; Japan Radio Co Ltd...
273 Views
The Week That Was in NorthAsia@Smartkarma: Lineage, Moonjaeinnomics, Toshiba and 3D Touch Sensor
A hidden gem in OLED sphereJL Warren Capital gives us an interesting OLED stock to watch in the long-term. This company is called Nissha Printing...
185 Views
Japan Post Holdings - Deal for Nomura Real Estate in the Offing?
Late Friday after the close, NHK reported that Japan Post Holdings Co Ltd (6178 JP) was considering buying Nomura Real Estate Holdings (3231 JP),...
326 Views