The Week That Was in NorthAsia@Smartkarma: Nikkei 225, Toshiba, Idemitsu, SK & Celltrion Healthcare
The Toshiba saga was again in the limelight last week. Travis Lundy and Mio Kato, CFA briefed us about recent developments. Mio says in his...
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Potential Alliance Between SK Telecom and Amazon for Quantum Cryptography Communication?
SK Telecom (017670 KS) shares closed up 2.1% today to 263,000 won. It was reported in Chosun Business Daily that SK Telecom may be close to...
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Why A Sale or Restructuring of SK Planet Is Likely - Currently in a Denial Phase of a Chicken Game
SK Planet, the e-commerce arm of SK Telecom (017670 KS), has been experiencing some serious financial difficulties recently. SK Planet operates the...
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Toshiba Memory Deal Changing Shape But Likely a Temporary Stalemate
The INCJ-led deal for Toshiba Memory which Toshiba Corp (6502 JP) wanted to announce by the 29th of June to be able to take it to their shareholder...
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Amazon Fears Overdone: Greencross Shares Remain Undervalued
While we recognize the impending threat posed by Amazon.com Inc (AMZN US) across the retail sector, we believe no-moat Greencross Ltd (GXL AU)...
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