Japan Gets an Object Lesson in Investor Relations
It seems strange that of all the firms in Japan to error so badly on the investor relations front it should be Sony (6758 JP). Management has a...
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Xiaomi Corporation - U.S.$100B, $80B, $50B – Stop Dreaming. We Believe Even $20 Billion Is Too Much
China is a land of many opportunities. Softbank Group Corp (ADR) and Altaba Inc (AABA US) hit a home run with Alibaba Group Holding Ltd (BABA US)....
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The Week That Was in NorthAsia@Smartkarma: Yahoo Japan, NK's Doi Moi, Suzuki, & SamE Stake
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Altaba and Yahoo JapanTravis Lundy discusses about...
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IBM Revisited. Bigger Blues Now?
When we last published on Big Blue[1] in early December, we concluded that the stock price had scope to perform well. Over the following month, it...
118 Views
Week Ahead in Global Macro: Japan/EZ GDP/CPI, China FAI/Liu He, US Retails, EM MPCs (BCB, CBE, BI)
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We pulled the trigger on two conditional...
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