The Week That Was in NorthAsia@Smartkarma - N Korea, JTEKT's Lowball Acquisition, and Korean IPOs
Welcome back to those returning from Golden Week. Smartkarma's coverage for the week focused on politics in the Korean peninsula and a slew of IPOs...
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Golden Ideas for Golden Week
With a five-day weekend upon us in Japan, we take the opportunity to briefly review some of our ideas to date and offer a selection of our highest...
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JTEKT Deal for Fuji Kiko An Awful Example of Stewardship & Governance
After the close on Friday April 28th, autoparts maker JTEKT Corp (6473 JP) affiliated with Toyota Motor Corp (7203 JP) announced a transaction to...
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Mazda Motor: Muted Recovery in FY17 But... Get Prepared for FY18 And SkyActiv 2
The Nikkei published a preview of Mazda's FY17 earnings forecast, which calls for OP of ¥150bil, +15% YoY. OP would be lowered by higher raw...
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The Week That Was in NorthAsia@Smartkarma: Trucks, Pachinko, and Life Insurance
JapanStrong pick-up truck sales in USNick Tanner suggested paying attention to the continued recovery of US pick-up truck sales for Toyo Tire &...
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