ADEKA Partial TOB for Nihon Nohyaku (4997 JP) : Part I
Today after the close, food (margarine, oils & fats for chocolate and similar, shortening, frying oil, etc) and chemical (polymer additives,...
489 Views
The Case for Semi-Annual Reporting
Generally speaking, if Stanley Druckenmiller says something is a bad thing and Donald Trump suggests it is a good thing, or at least is an idea...
317 Views
Smartkarma's Week That Was in JP/KR: BOJ Again, JP/KR Earnings! & SK Telecom
Last week was a week of earnings releases for Japan analysts in this Smartkarma community. I have picked up several earnings insights from the...
332 Views
Sanyo Special Steel Special Deal with NSSMC - A Steal? Or Stolen?
In mid-March this year, Sanyo Special Steel (5481 JP) and Nippon Steel & Sumitomo Metal (5401 JP)announced that they had commenced discussions...
541 Views
Trade War: Schoolyard Bully Logic Says China Just Signaled That It Would Cave
Following the previously telegraphed move by the US to begin the process of levying tariffs on a further USD200bn in Chinese goods, markets...
727 Views